Financial planning software provider FinCalc has joined forces with customer relationship manager software solution Plannr to create greater efficiencies for advisers.
The new two-way integration allows users to transfer financial and personal client data between the two systems, removing the need to rekey data, minimizing risk and expediting the client review process.
The firm said all customer data, including income, assets, pensions, savings and investments, liabilities and expenses will all be pulled through with ease. The two-way link will also sync contributions and most recent valuations.
Advisers can also use the FinCalc client portal to onboard new clients and conduct client reviews.
Jason Wykes, CEO and FinCalc, said: “In order to save time and ensure that client data is consistently updated across all systems, we want to make sure that advisers’ systems can connect with one another. Our goal is to provide advisers with the best financial tools so they can serve their customers more efficiently and this integration with Plannr is another step in that direction.”
Nick Harper, director at Plannr, added: “With Plannr we set out to deliver the best Application Programmers Interface available for integrations and FinCalc have shown how cashflow modelling can easily and effectively be integrated with Plannr CRM in the matter of a few weeks.”
