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...
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