Atomos, a leading advice-led wealth manager, today announced a new partnership with FinCalc, a
prominent provider of financial planning software, to enhance its financial planning services and strengthen
its centralised retirement proposition and client onboarding processes. This strategic alliance is designed
to empower Atomos advisers with streamlined, efficient tools to support a comprehensive and seamless
client journey.
FinCalc’s powerful financial planning platform delivers a fully integrated solution, from onboarding through
to detailed plan creation, with two-way back-office integration and advanced modelling capabilities,
dramatically reducing manual data entry. By integrating FinCalc into its processes, Atomos will elevate its
service delivery through a unified, digitally enabled workflow.
Key benefits of the partnership include:
- Robust planning capabilities: Including cashflow modelling, retirement modelling, inheritance tax
planning, and a suite of financial calculators. - Seamless data workflows: Two-way integration with Atomos’s existing systems ensures accurate,
efficient data flow across onboarding, compliance, and ongoing reviews. - Improved scalability & consistency: Advisers will benefit from better accuracy and faster plan
delivery, reinforcing Atomos’s reputation for excellence and innovation. - Digital engagement portal: A modern client onboarding experience featuring a fully customisable
digital fact find, secure messaging, document upload, and digital signature functionality, enhancing
efficiency, security, and client engagement from the outset.
This collaboration supports Atomos’s ambition to lead the wealth management sector through operational
excellence, delivering best-in-class planning tools that bring clarity and flexibility to client conversations.
With approximately £7 billion of assets under advice and influenced by recent high-profile recognitions,
including the ARC 3D Award for investment transparency, Atomos is harnessing its strong technological
base and award-winning investment strategy.
Jason Wykes, CEO of FinCalc, commented:
“We’re thrilled to partner with Atomos, a pioneer in advice-led wealth. Our mission is to equip advisers with intuitive, efficient tools that elevate the planning process. Working together we’re helping Atomos advisers in continuing to provide highly personalised financial plans, coupled with seamless data integration, all while cutting down on redundant data entry. This partnership marks an exciting step toward delivering smarter, more streamlined advice.”
Niral Parekh, Managing Director of Financial Planning at Atomos added:
“When we were looking for a partner to help us build our client onboarding and servicing journey, we didn’t need to look any further than FinCalc. They have helped us build an exceptional digital solution that is simple and user-friendly. Thanks to our work with FinCalc our client engagement tool is adaptable, secure and intuitive. In addition, the cash flow planning and additional tools better support our technical client work and integrate seamlessly with our back-office systems. We look forward to strengthening our partnership with FinCalc in the coming years.”