Time4Advice strengthens partnership with FinCalc

Time4Advice, the creators of CURO: the next generation wealth management solution built on Microsoft Dynamics 365, has bolstered its strategic collaboration with FinCalc, a prominent financial planning software provider. Via new integration between CURO and FinCalc, Advisers using CURO can utilise FinCalc tools, spanning from initial onboarding to the creation of comprehensive financial plans, delivering first-class customer outcomes efficiently, without the hassle of extensive data entry.

FinCalc has leveraged its expertise to develop a seamlessly integrated digital fact-find. This integration eradicates re-keying of data, enabling the end customer to enter the information directly via a secure, branded, web interface. This information can then be reviewed by the Adviser, and then pushed directly into CURO. Furthermore, FinCalc will enhance this collaboration by providing a suite of financial planning tools to Firms making use of this extended functionality. These tools include cashflow modelling, retirement planning, inheritance tax planning, and a range of financial calculators. This comprehensive package empowers Firms to deliver enhanced financial solutions to their clients with efficiency and accuracy.

Through this partnership, Time4Advice and FinCalc have created a digital ecosystem that prioritises exceptional customer experiences while optimising operational workflows for Advisers.

Jason Wykes, CEO at FinCalc said: “Strengthening our partnership with Time4Advice through our digital fact find solution was the logical next step and we couldn’t be more enthusiastic about it. Through our core FinCalc system and bespoke development for Time4Advice, we’ve ensured that our two systems communicate seamlessly with each other. This not only saves valuable time but also ensures a seamless client journey from start to finish.”

Roland Rawicz-Szczerbo, Founder at Time4Advice said: “One of the core challenges facing advice firms today is how to maximise the efficiency with which critical work can be done. Traditional back-office systems cannot deliver this in any meaningful way, resulting in firms sometimes taking hours in the production of client review reports for example. By building a comprehensive, two-way integration with FinCalc, we have together taken a major step forward in helping firms develop a coherent technology ecosystem on which to build a more Consumer Duty friendly, data driven business. With fee compression taking hold, delivering business efficiencies is no longer a nice to have but key to the very survival of all financial advice firms. By working collaboratively with our strategic partners, Time4Advice aims to help create the environment that our industry needs to face the future with confidence.”