CashCalc launches 'Open API' to invite third-party links

'Cherry-pick' best software

Sophie King
clock • 1 min read

CashCalc has launched an application programming interface (API) feature in an attempt to encourage third parties to integrate with its software.

Through its Open API, the firm said information such as incomes, expenditures, investments, pensions, assets and liabilities could all be exchanged and would be available to any software provider that may wish to integrate with it. As an example, it said, if an adviser's back-office provider set up an integration with CashCalc through an API then advisers would be able to connect their CashCalc account with their back-office and "seamlessly" send information between the two. CashCalc celebrates account holder milestone Advisers could "cherry-pick" the most suitable piece of softwar...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

The banks are back: What does this mean for advisers?

The banks are back: What does this mean for advisers?

Banks ‘uniquely positioned’ to provide advice to mass market

Sophia Panayi
clock 24 August 2026 • 6 min read
Social media investment advice leaves investors out of pocket - research

Social media investment advice leaves investors out of pocket - research

Over half who acted on social media financial advice regretted it

Isabel Baxter
clock 21 August 2026 • 3 min read
New sexual harassment duty: Can adviser firms show they've taken 'all reasonable steps'?

New sexual harassment duty: Can adviser firms show they've taken 'all reasonable steps'?

'Employers will be expected to take all reasonable steps'

Emily Bradshaw
clock 19 August 2026 • 4 min read