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

All the advice firm acquisitions that have taken place in 2025

All the advice firm acquisitions that have taken place in 2025

Keeping track of the ongoing consolidation of the advice industry

Professional Adviser
clock 03 September 2025 • 3 min read
Editor's view: Taylor and Travis, Torsten and tax

Editor's view: Taylor and Travis, Torsten and tax

The editor's Friday Night Takeaway from 29 August

Jen Frost
clock 29 August 2025 • 3 min read
Was Aberdeen's financial planning arm ever going to work?

Was Aberdeen's financial planning arm ever going to work?

‘It was never going to be easy’

Justin Cash
clock 20 August 2025 • 4 min read