DECEMBER 2020
EDITION
SEARCH
PROFESSIONAL PARAPLANNER
FOLLOW AND SHARE
CashCalc integrates with Plum Software back-office system
17 July 2017
CashCalc has integrated with back-office provider Plum Software following the development and publishing of API documentation, allowing software providers to seamlessly push client data into CashCalc.
The integration enables financial advice firms that use the Plum Software system to import data directly from their back-office account into their CashCalc account.
Ray Adams, director of CashCalc, said the integration aims to eliminate the time consuming task of re-keying client data. “By being able to enter a client and corresponding details in one location and have the exact same data replicated elsewhere, we are ensuring the gap between both software providers has been bridged.”
Adams added: “We wanted to give software providers the option to easily integrate with CashCalc and enhance their own offerings. Plum Software were quick to get in touch and I am delighted to announce that the integration has now gone live.”
New Letter of Authority service could be a ‘game changer’
Origo is to launch Unipass Letter of Authority (ULoA) at the end of November, a service aimed at simplifying...
Female Paraplanners Needed For Research Project (UPDATE SURVEY CLOSED NOW)
Professional Paraplanner’s publisher, Research in Finance (RiF), is a leading research company in the financial services sector. On occasion our readers...
Aggregated costs and legacy trail commission disclosure
While the aggregated costs and legacy trail commission regime remains far from perfect, some clarity can be gleaned, says...