We are pleased to announce that integration with Plannr is now available on FinCalc. Our goal is to provide advisers with the best financial tools so they can serve their customers more efficiently, and this integration with Plannr is another step in that direction.
You can now import all of your clients’ personal and financial information into FinCalc from Plannr including the following:
Incomes
Expenses
Life Assurance
Pension Plans
Pensions in Payment
Assets & Liabilities
Savings & Investment Plans
You are also able to create or link your existing FinCalc Clients, including cashflow data and client reports, into Plannr.
Using the FinCalc Client Portal, the client can provide their personal and financial information directly into FinCalc and then the adviser can verify this data and push this information into Plannr, saving precious time!
The 2-way integration works effortlessly when editing your clients or cashflow items. You also have full power to turn off any of these links.
Watch our short video below for further details.
FinCalc – In the press
See our press release here. This has been referenced in Financial Planning Today and in Professional Paraplanner.