The future of Data Gathering is Transportability ~ Flextract скачать в хорошем качестве

The future of Data Gathering is Transportability ~ Flextract

‪@flextractai‬ View in AdvisorTech Category: https://www.skool.com/advisortechbook... Timestamps: 01:45 Rajesh is reading Breakneck by Dan Wang 03:45 Bob Veres new book: A Behind-the-Scenes History of the Financial Planning Profession 04:36 Sneak peak into CRM pick for 2026 ✨ 04:53 Rajesh's background 15:23 Flextract presentation (slides, I know :) 21:10 Flextract Demo 21:45 Documents upload screen 23:10 Document checklist 24:40 Onboarding questionnaire 25:00 Advisor portal - households 25:24 Multiple people per household 25:49 Auto-organizes docs and integrates with Google Drive, Box, Egnyte, Dropbox 26:30 Diagnosis and building reports 27:09 Client Financial Profile report 27:27 Assets Overview 27:45 Add meeting notes as well 28:08 Liabilities Overview 28:31 Income Overview 28:39 Savings Overview 28:49 Tax Summary 28:52 Insurance Policies 29:19 Exporting into Excel "Advisors still use spreadsheets!" 29:53 Investment Holdings Report 30:28 Income Tax Waterfall / Tax return analysis 31:19 Pay Statement Analysis 31:41 Further reporting capabilities and custom reports 32:47 Integrations detail with Wealthbox and PreciseFP 33:30 Integration with PreciseFP has 400 data points! 33:53 Showing how to use Chrome extension "sidecar" to build accounts in RightCapital 36:17 Roadmap: Client facing experience - enhancing document checklist / helping clients find documents 37:56 Roadmap: Advisor facing experience - deeper reports, more integrations 38:56 Integrations conversation - sidecar improvements 39:56 Pricing 41:42 Client success stories (advisor on YouTube) 43:55 Request documents from clients on a recurring basis 45:19 Minimize The Data-Gathering Slog: Using “WOOP” Framework To Get Clients To Act by Sydney Squires at Kitces.com 46:04 Firm-wide reports (not yet) 47:11 Overview of AdvisorTechBook community and Upcoming events