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Financial Services Sales Objection

Our custodian already provides portfolio reporting — we don't need a third party.

3 responses
probe
Thanks

"What does your custodian's reporting cover, and what's missing — client-facing presentation, scenario analysis, goal tracking, bill presentation? I want to name the gap."

anchor
Thanks

"Custodian reports are great for back-office — they're not designed for client-facing communication, performance narrative, or meeting preparation. We layer on top without duplicating."

validate
Thanks

"Custodian reporting handles the data side — we handle the advisory side. They're complementary, not redundant. You keep the custodian's output and add our client communication layer on top."

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