CashCalc launches integration with Wealthcraft

'Integrations are top priority'

Julia Bahr
clock • 2 min read

CashCalc, part of FE fundinfo, and Wealthcraft have launched a full two-way integration to help advisers by reducing the need to manually key client information between both of their accounts.

CashCalc, part of FE fundinfo, is an integrated suite of online financial planning tools which includes onboarding, integrations and cashflow modelling software. Advisers will be able to link or exchange clients and their information between both CashCalc and Wealthcraft at no extra cost, according to CashCalc. This saves time throughout the entire financial planning process and reduces the risk of errors by removing the need to manually key information. The integration with Wealthcraft is the latest of several integrations CashCalc have launched this summer, which includes Adviser Cl...

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