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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."
Adviser Cloud, a cloud based back-office system built for the IFA industry, has launched a full two-way integration with CashCalc in a bid to make the movement of data between both software’s much more efficient, it said.
CashCalc, part of FE fundinfo, is an integrated suite of online financial planning tools which includes onboarding, integrations and cashflow modelling software. Adviser Cloud focuses on providing ...
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