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Magnetic North Financial LLC: Exciting News

  • Writer: Christopher Lakian
    Christopher Lakian
  • Aug 9, 2024
  • 1 min read

I am proud to announce the launch of our new software, Black Diamond by SSNC.

 

This tool allows us to collect, inform, project, and consolidate financial information for you as a client around the entire financial industry.

 

Black Diamond specifically will allow us to do the following:

 

  • Consolidate accounts at Schwab/Fidelity and other financial institutions.

  • Project future income and retirement distributions.

  • Collect statements and client notes.

  • Create to-do lists for the advisor and the client.

  • Store relevant documents and procedures for spouses and families.

  • Display financial plans (through Money Guide Pro)

  • Think of it as an all-inclusive CRM. (verse email collection or a file cabinet)

 

Over the following weeks, I will send email invites to the software! I strongly suggest you look and complete an onboarding with me to review Black Diamonds value.

If you want more information, please see the link below:

 

 

Money Guide Pro, the financial planning software announcement, will go out shortly.

 

That's it

Chris

 

 

Christopher R Lakian

Owner, Portfolio Manager, AIF

 

Magnetic North Financial

1156 Bowman Road Suite 200

Mt Pleasant SC 29464

Main Number: 843-212-4023

Cell: 843-737-6060

Global Relay Secure Text: 843-428-7827

 

 

OneSeven ("OneSeven") is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Magnetic North Financial represent the individual's role with Magnetic North Financial, and not their role with OneSeven. Services are provided under the name Magnetic North Financial, a DBA of OneSeven.

 

 
 
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OneSeven ("OneSeven") is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Magnetic North Financial represent the individual's role with Magnetic North Financial, and not their role with OneSeven. Services are provided under the name Magnetic North Financial, a DBA of OneSeven.

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