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...
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