Adviser Cloud can today announce a full two-way integration with CashCalc in a bid to make the movement of data between both software’s much more efficient.
Adviser Cloud is a practice management solution that Financial Advice companies can use to manage their practice as an alternative to some of the more established market leaders.
CashCalc, who are now part of FE fundinfo, are an integrated suite of online financial planning tools which includes onboarding, integrations and cashflow modelling software.
Adviser Cloud focuses on a providing simple to use yet powerful cloud-based software including the provision of a client portal, professional portal, configurable workflows, direct integrations, and this new partnership with CashCalc further improves the usability of the software, removing the complexities of rekeying client data.
The integration will have no further cost on the existing contracts you have with either of the companies. This pricing strategy is part of the company’s mission to ensure financial advice is affordable to the client and adviser alike by driving down the amount paid for technology by firms.
“Our products are designed to be fully integrated with external technology which Advisers need to do their jobs efficiently. With the CashCalc integration it streamlines the process of pulling data between your CRM and Cashflow Modelling software.
“The two-way integration means that you can onboard a client on either of the software pieces and there is a very simple process for pulling them into the other.” said Ewan Humphreys, Head of Development at Adviser Cloud.”
Ray Adams, Chartered Financial Planner and founder of CashCalc, said: “We’re delighted to add another 2-way integration that will help those using both CashCalc and Adviser Cloud reduce the need to manually key client information, and with it make their financial planning processes much more efficient.
“Since joining FE fundinfo, we’ve made integrations a major focus and we’re very happy that Adviser Cloud decided to use our open API to develop and launch the integration.”