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 a cloud-based software including the provision of a client portal, professional portal, configurable workflows, direct integrations. The integration with CashCalc further improves the usability of the software, removing the complexities of rekeying client data, Adviser Cloud said. This launch will have no further cost on the existing contracts held with either of the companies, according to ...
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