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.
“We are very pleased to partner with Sterling to deliver this integration capability to their advisors”
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 seamless workflow,” said Rocky Ieraci, Vice-President, Marketing & Business Development of OneBoss Solutions Inc. “We were able to leverage Snap’s expertise to enhance the client’s experience. This is a significant development for Sterling and other dealers using the OneBoss back office platform.”
“We are very pleased to partner with Sterling to deliver this integration capability to their advisors,” said Pawel Brzeminski, President and Chief Executive Officer of Snap Projections. “This will allow financial advisors at Sterling Mutuals working with Snap Projections to save valuable time, reduce manual data entry errors and improve their planning accuracy, thereby offering an enhanced experience to their clients.”
“As one of Canada’s largest independent mutual fund dealers, providing our Advisors across the country a comprehensive and efficient platform to conduct their business is essential to their success,” said Nelson Cheng, Chief Executive Officer, Sterling Mutuals.
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