Financial adviser platform Twenty7tec has rolled out the first phase of its integration with FinCalc.
FinCalc is a financial planning platform used by advisers for cashflow modelling, alongside retirement and inheritance tax planning. Twenty7tec shared that it has built an integrated platform that aims to "reduce manual processes, support compliance, and improve client outcomes". The platform said the new link means advisers can "seamlessly" transfer client data from the Twenty7tec client relationship management (CRM) system into FinCalc, "eliminating manual entry and reducing friction in the financial planning process". Designed with the aim to support advisers, administrators, co...
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