Financial Planning software firm FinCalc has launched an extension to integrate with new customer relationship management (CRM) software solution Plannr.
Users can transfer financial and personal data about their clients between the two systems thanks to the new two-way integration.
FinCal says that data rekeying is no longer necessary which should minimise risk and save advisers time, speeding up the client review process.
The tie-up enables details such as incomes, assets, pensions, savings and investments, liabilities, and expenses to be transferred. The link will also sync contributions and the most recent valuations. FinCalc reports can also be automatically uploaded into Plannr.
Plannr is a new CRM aimed at the Financial Planning market and launched in 2022.
Advisers can also use the FinCalc Client Portal to onboard new clients or conduct client reviews. After having their personal and financial information verified by the adviser, this can be uploaded into Plannr.
Jason Wykes, CEO at 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, said: “With Plannr we set out to deliver the best Application Programmers Interface (API) 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.”
FinCalc provides Financial Planning tools including cashflow modelling and DB transfer analysis software to UK financial advisers. It was created by O&M Pension Solutions.
