Senior Product Consultant
2-Way Integration with CURO by Time4Advice – Now Available
As part of our continuous development at FinCalc, we are pleased to confirm that integration with CURO by Time4Advice is now available on FinCalc
You can now import all of your clients’ personal and financial information into FinCalc from CURO including the following:
Defined Benefit Plans
Savings & Investment Plans
Pensions in Payment
You are also able to create or link your existing FinCalc Clients, including cashflow data and client reports, into CURO.
Using the FinCalc client portal, the client can provide their financial information directly into our Cashflow and then the adviser can verify this data and push this information into CURO, 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.
Look out for more news about the enhanced features exclusively on FinCalc that are coming very soon
FinCalc - In the Press
See our press release here.