Practice management solution Adviser Cloud has integrated with CashCalc to make the movement of data between both sets of software more efficient.
Adviser Cloud allows financial advisers to provide a client portal, professional portal, configurable workflows and direct integrations and says the new partnership with CashCalc will further improve the useability of its software by removing the need to rekey data.
There will be no further costs for existing users of either company.
Ewan Humphreys, head of development at Adviser Cloud, said: “Our products are designed to be fully integrated with external technology which advisers need to do their jobs efficiently. With the CashCalc integration it streamlines the process of pulling data between your CRM and Cashflow Modelling software. The two-way integration means that you can onboard a client on either of the software pieces and there is a very simple process for pulling them into the other.”
Ray Adams, founder of CashCalc, added: “We’re delighted to add another two way integration that will help those using both CashCalc and Adviser Cloud reduce the need to manually key client information and with it make their financial planning processes much more efficient.
“Since joining FE fundinfo, we’ve made integrations a major focus and we’re very happy that Adviser Cloud decided to use our open API to develop and launch the integration.”
