Fintech Impact

Summary:In this 67th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Michael Curtis, President of Vision Systems. Vision Systems is a Canadian-based financial software corporation that is capable of performing full and comprehensive financial planning for individuals, businesses, and trusts. Jason and Michael’s discussion covers what Vision Systems is capable of handling, the difference between dynamic and static planning, and how the software is able to mold to the client.EpisodeHighlights:● 00:34: – Michael Curtis explains Vision Systems and how it got started.● 03:48: – Does Michael see a lot of larger firms viewing financial planning as a loss leader?● 06:30: – Which types of financial plans can Vision Systems handle?● 07:41: – Most of the software in the United States and Canada are goals-based.● 10:08: – Jason and Michael discuss the difference between dynamic and static systems.● 13:57: – What are the driving co