CashCalc and Wealthcraft have joined forces to launch a full two-way integration in an effort to increase efficiency for advisers.
Predominantly built by Wealthcraft using the CashCalc API, the integration is designed to help advice firm staff reduce the need to manually key client information between both of their accounts by allowing the linking or exchange of clients and their information between both sites.
CashCalc said the partnership would help advisers save time as well as reduce the risk of human error.
Ray Adams, chartered financial planner and founder of CashCalc, said: “Integrations have been a top priority since joining FE fundinfo and we’re very happy that Wealthcraft chose to use our open API to develop a full two-way integration. I’m confident it will help those using both CashCalc and Wealthcraft reduce the need to manually key client information and with it, make their financial planning process much more efficient.”
Rob Bowers, product manager at Wealthcraft, commented: “Integration and provider partnerships are a regular request from the industry and thus form a strong part of our product strategy. We are very pleased to add CashCalc to our suite of integrated partners, where our global clients can enhance their advice journey with this two-way integration.”
The integration with Wealthcraft marks the latest of several integrations CashCalc have launched this summer, including Adviser Cloud, EValue and Fundment.
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