Former CashCalc employees offer integration app for advisers

29 February 2024

Former CashCalc employees are launching an app which will help advisers integrate their technology stack with the aim to eliminate the need to manually key data. 

ZeroKey is being led by CashCalc’s former chief marketing officer, Joseph Williams, along with chartered financial planners, Matt Wiltshire and Aled Phillips. The name derives from the ability to reduce manual data entry from double keying to single keying to zero keying.

They wish to achieve this by offering ready-made integrations that require zero-code. This will enable financial advisers to integrate their entire tech stack, and so gain easy access to their clients’ data and more easily move the data around their stack.

Williams said: “Manually keying data into several different systems has been a major industry pain point for way too long. It’s therefore exciting to get the spine of the CashCalc team back together to try and resolve this issue. We have a clear focus on integrating technology and placing client data at the fingertips of financial advisers, so they can move it from A to B with ease and without any manual data entry.”

Wiltshire added: “So far the solution to the integration issue has been to build open APIs. But this requires technology providers to actually integrate with each other, which they are typically hesitant to do as it poses a commercial risk due to a fear of losing business. But it’s important to remember that client data is owned by the financial adviser and not the technology provider, and this is something ZeroKey will hopefully resolve.”

ZeroKey is expected to launch in the UK during 2024 but is inviting anyone who wishes to find out more to register their interest via the company’s website.

Professional Paraplanner