Cashcalc implements two-way Intelliflo integration
31 October 2018
Cashflow planning software provider CashCalc has launched two-way integration with Intelliflo’s Intelligent Office following growing demand from adviser firms for this type of data exchange.
Since the integration’s initial launch at the start of the year, which only enabled data to be sent from Intelligent Office to CashCalc, users have been calling for the system to work both ways.
Ray Adams, director of CashCalc (pictured), said: “A major ambition of ours is to reduce complexity and increase efficiencies within an adviser’s financial planning process. Our latest development will allow users to easily capture client data, seamlessly export that data into their back-office system and then import the relevant data into a tool.”
The two-way integration allows data to be securely transferred between both systems, including personal information, savings and investments, incomes and pensions, assets and liabilities plus additional data from the Data Capture Forms.
Darren Cooke from Red Circle Financial Planning, said of the development: “I find the CashCalc Data Capture Forms brilliant for conducting fact finding with clients and having the ability to send captured data immediately into Intelligent Office and not having to re-key it will dramatically streamline my financial planning process.”
CashCalc said it would also be looking to integrate with other software providers if the arrangement benefits both adviser and the client.
What are the top skills employers typically want to see from a paraplanner? Lewis Byford, co-founder of financial services...
With £355 billion of debt having been accumulated in the past year and a potential £204 billion or more to be...
Are you signed up to the Professional Paraplanner daily website alert? For more technical, tax, pensions, investment, retirement, protection...