Fundment launches integration with CashCalc

Reduces re-keying errors

Ayesha Venkataraman
clock • 2 min read

Adviser platform Fundment has launched an integration with cashflow tool CashCalc, in a bid help advisers save time while reducing the risk of errors through re-keying, it said.

CashCalc, part of FE fundinfo, is an integrated suite of online financial planning tools which includes onboarding, integrations and cashflow modelling software. The integration allows existing users of both providers to open a client account on the platform from CashCalc with a single click. While integrations exist between several traditional back-office providers and platforms, this is the first of its type featuring a platform tie-up with a cashflow modelling tool. Last month, Adviser Cloud, a cloud based back-office system built for the IFA industry, launched a full two-way integrat...

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 Business

ValidPath to offer £100,000 to AR firms facing exit penalties

ValidPath to offer £100,000 to AR firms facing exit penalties

‘Safety blanket’ for AR firms moving to ValidPath network

Jenna Brown
clock 20 February 2024 • 3 min read
Inside the CII's new training programme for advice firm owners

Inside the CII's new training programme for advice firm owners

‘Building a World Class Advisory Practice’ is off to a strong start

Hope Coumbe
clock 15 February 2024 • 4 min read
Flying start: Getting a financial advice career off the ground

Flying start: Getting a financial advice career off the ground

‘Building rapport and trust is essential when working with clients’

Jenna Brown
clock 13 February 2024 • 5 min read