Properties Push from the CRM

When a client profile is created in Conquest, specific key data fields are automatically transferred from HubSpot. This ensures a robust, comprehensive, and efficient setup for financial planning. Below is a detailed breakdown of the information included in the transfer:

1. Personal Information

• Name: First and last names are essential for client identification and personalization of the financial plan.
• Date of Birth: Enables accurate age calculation, which is critical for planning milestones like retirement or education funding.
• Contact Information: Includes email address and phone number, facilitating seamless communication with the client.
• Marital Status: Impacts tax considerations, household planning, and potential spousal contributions or benefits.
• Retirement Age: A foundational assumption for planning retirement goals and income sustainability.
• Life Expectancy Age: Helps project the duration for which retirement income and savings need to be sustained.

2. Address Information

• Primary Residence: Includes the client’s address to determine their tax residency and other location-specific financial considerations, such as property taxes or cost-of-living adjustments.

3. Employment and Income Data

• Employer Name: Identifies the company or organization where the client works, offering insights into possible employment benefits or pension plans.
• Occupation: Provides context about the client’s job role and potential career progression.
• Annual Income: Pre-tax income helps assess affordability for savings, investments, and other financial goals.
• Income Source: Specifies whether income comes from employment, self-employment, or other means, affecting tax treatment and planning strategies.

4. Financial Overview

• Account Type: Identifies the nature of financial accounts (e.g., RRSP, TFSA, non-registered accounts).
• Account Number: Used for tracking and referencing specific accounts within the financial plan.
• Account Value: Current balances provide a snapshot of financial standing and available resources.
• Other Account Details: Includes information on contribution amounts, withdrawal frequency, and investment holdings.
• Liabilities: Captures debt details such as personal loans, credit card balances, business loans, and lines of credit, essential for understanding the client’s net worth and cash flow.
• Pensions: Includes information on employer-provided or private pensions to plan for future income streams.
• Expenses: Provides a breakdown of the client’s monthly or annual spending, forming the foundation for cash flow analysis and budgeting.