Product scope to evaluate
- Future authorized investment-account servicing
- Portfolio-data reporting and advisor collaboration
- Financial-planning coordination with appropriate governance
A model built for this line
Financial account reference, servicing instruction, portfolio-data permission, advisor relationship, and review record.
A distinct operational workflow
Account servicing and financial-advisor workflows require a separately governed product boundary. The existing insurance application lifecycle and permissions do not establish authorization for securities-related activity.
What must come before production use
- Separate licensing, regulatory, and authorization assessment
- Approved financial-data providers and account integrations
- Purpose-specific permissions, records, and review controls