FinCalc, a leading provider of financial planning technology, today announced a strategic partnership
with Söderberg & Partners, through Söderberg & Partners Technology and Services Ltd, to strengthen
financial planning capabilities across the UK through enhanced system connectivity and a data-driven
advice ecosystem, supporting their ambition to transform and innovate within the UK financial
industry.
The partnership will support partner firms, by providing access to FinCalc’s cashflow modelling and
wider financial planning suite. This includes tools for retirement modelling, inheritance tax analysis,
and scenario analysis, helping advisers deliver more consistent, robust financial planning outcomes.
A key advantage of the partnership is FinCalc’s integration with leading back office CRM systems used
by advisers. Two-way data integration helps reduce manual data entry, improve data quality, and
streamline adviser workflows.
By connecting financial planning technology with supported CRM platforms, advisers can reduce
manual data entry, improve data quality, and maintain a more connected view of client information
across the advice journey. The result is a more efficient operating model that supports adviser
productivity while enhancing the overall client experience.
Jason Wykes, CEO of FinCalc, commented:
“We are delighted to be partnering with Söderberg & Partners UK. This collaboration reflects a shared
focus on improving adviser efficiency and outcomes through better-connected technology. By
supporting integration with leading CRM systems, we enable advisers to spend less time managing
data and more time focused on delivering meaningful financial planning for clients.”
Per Nordström, Head of Relationships at Söderberg & Partners Financial Planning, commented:
“FinCalc is an innovative, forward-looking partner that aligns well with our ambition for the UK market.
For us, integration and efficiency are not just nice-to-haves – they are fundamental to enabling our
advisers to focus on what truly matters: objective-based financial planning that delivers consistently
high-quality outcomes for clients.”
The partnership demonstrates a mutual commitment from FinCalc and Söderberg & Partners UK to
advancing financial planning through practical technology integration, improved data connectivity,
and adviser-centric innovation.