Sterling Mutuals Allies with CI Financial’s Snap Projections to Boost Financial Planning Capabilities
CI Financial Corp. Common Shares (CIXX)
Company Research
Source: Business Wire
WINDSOR, Ontario--(BUSINESS WIRE)--Sterling Mutuals Inc., one of Canada’s largest independent financial services dealers, and Snap Projections Inc., a leader in financial planning software, announce a relationship that enhances the ability of Sterling’s advisors to support their clients with advanced financial planning services.Together with OneBoss Solutions Inc., the three firms have developed an API (application programming interface) that integrates Sterling’s back office with Snap Projections software. This enables advisors at Sterling Mutuals to seamlessly import their client information from OneBoss and update it in Snap Projections. The integration facilitates both creating new client profiles and instantly refreshing existing profiles in Snap, making it easy for advisors to create and update their clients’ financial plans in a quick and highly secure way.“Through the use of APIs with Snap Projections we have been able to offer our end users additional functionality and a
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