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FinCalc integrates with CURO by Time4Advice

Cashflow and DB transfer software provider FinCalc have today announced integration with leading financial planning and wealth management software solution CURO by Time4Advice.

The two-way integration means that users can quickly and seamlessly transfer their client personal and financial information between the 2 systems. This will remove any rekeying of information, reducing risk, saving time for advisers and improving the client review process.

All relevant client data and financial modelling information can be transferred between FinCalc and CURO. The effortless integration will pull through items such as income, assets, pensions, savings & investments, liabilities and expenses. Contributions, withdrawals and latest valuations will also be synced through this 2-way integration.

Reports can also be automatically uploaded into CURO from FinCalc. In addition, advisers can use the FinCalc client portal to get clients completing their financial information directly before uploading this into CURO.

Jason Wykes, Managing Director at FinCalc said:

“Advisers have a right to expect systems to communicate with one another, not only to save time, but also to ensure that client information is updated consistently in all systems. This integration with CURO by Time4Advice is another step forward in our mission to provide Advisers with the best financial resources to help them better serve their clients.”

Roland Rawicz-Szczerbo, Director at Time4Advice, said:

“Unless advisers are able to work more efficiently and leverage the value from their most valuable asset, their client data, the industry will continue to be compromised as a result of the proliferation of disconnected data silos, a lack of process automation, and the use of multiple disconnected systems. We are on a mission to put that right. Therefore, we are delighted to have collaborated with FinCalc who share the same vision.”

To find out more about the FinCalc integration with Time4Advice, please visit

https://www.fincalc.co.uk/news/integration-with-Time4Advice/

 

FinCalc - In the Press

This has been referenced in Money Marketing and Professional Paraplanner

 

About the author

Gavin Shears

Gavin Shears

Senior Product Consultant

Gavin has been working in the Financial Services industry for over 20 years. Gavin joined O&M in 2005 as a paraplanner and transfers technician. After achieving Pension Transfer Specialist status, he moved to the IFA team in 2008. Gavin now works as a key component in the FinCalc arena using his knowledge of Financial Services and the advice process to help with the continuous development of the FinCalc suite of advice tools.