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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:

Incomes 

Expenses 

Pension Plans 

Defined Benefit Plans 

Liabilities 

Mortgages 

Assets

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.

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.