Wealth manager Atomos has partnered with financial planning software provider FinCalc to “enhance” its financial planning services and “strengthen” its centralised retirement proposition and client onboarding processes.
FinCalc's financial planning platform is designed to deliver a "fully integrated solution", from onboarding through to plan creation, with two-way back-office integration and modelling capabilities, which it said "dramatically reduces" manual data entry. According to both businesses, key benefits of the partnership include: · "Robust" planning capabilities: Including cashflow modelling, retirement modelling, inheritance tax planning and financial calculators. · "Seamless" data workflows: Two-way integration with Atomos's existing systems which it said ensures "accurate,...
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