MAY 2021
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

Latest

FinCalc integrates with Intelligent Office

6 March 2021

Cashflow and DB transfer software provider FinCalc has integrated with Intelligent Office from Intelliflo.

The two-way integration means that users can quickly and seamlessly transfer their client personal and financial information between the two systems, removing any rekeying of information, reducing risk and saving time for dvcii firms. Reports can also be automatically uploaded into Intelligent Office from FinCalc.

Clients can also complete their financial information via the FinCalc client portal before uploading it into Intelligent Office.

All relevant client data and financial modelling information can be transferred between FinCalc and Intelligent Office, including income, assets, pensions, savings & investments, liabilities and expenses. Contributions, withdrawals and latest valuations will also be synced through this two-way integration.

Jason Wykes, managing director at FinCalc said: “Advisers quite rightly expect systems to talk to one another, not just for saving valuable time but also being able to update the client information from either system gives comfort of consistency throughout.”

Professional Paraplanner