The former Cash Calc chief marketing officer and two Chartered planners who also worked for the business are reuniting to launch a new tech integration project into the advice market.
‘ZeroKey' is expected to launch later this year and is the brain child of co-founder trio Joseph Williams, Matt Wiltshire and Aled Phillips. The web-app is set to offer ready-made integrations which would allow advisers to integration their tech stacks without manually keying in any data. Williams said the process had been "a major industry pain point for way too long". "We have a clear focus on integrating technology and placing client data at the fingertips of financial advisers, so they can move it from A to B with ease and without any manual data entry," he said. Wiltshire a...
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