FinCalc and Plannr have added the Launch in FinCalc button within Plannr.
The facility aims to enhance the existing two-way integration allowing Plannr users to open the client record within FinCalc with a single click.
Using secure OAuth2 technology, the user is automatically and securely logged in to FinCalc without the need to enter their username and password and taken directly to the client’s record in FinCalc.
Additionally, if the client does not already exist in FinCalc, the client is seamlessly created, transferring key data such as:
- Partner records (if applicable)
- Income and expenditure
- Retirement age and other personal details
- Existing financial plans
This automatic data transfer aims to eliminate duplication of effort, reduce the potential for errors, and ensure advisers can hit the ground running with cashflow modelling and other financial planning.
And if the adviser starts their work in FinCalc, they can open the client’s record in Plannr with a single click.
Within FinCalc, advisers can view a client’s cashflow model and use the financial planning tools.
From here, they can also generate reports to share with clients and/or push back into Plannr.
Advisers using both Plannr and FinCalc can start using the enhanced integration immediately.
Gareth Thompson, CTO at Plannr, said: “The team at FinCalc have really embraced how modern providers and CRMs should be working together.
“With our API-first construction we’ve opened up the doors for forward thinking firms to rapidly build game-changing depth of connectivity and FinCalc have done just that – showing how the advice journey and ultimately the client journey can be effortless for all.”
Jason Wykes, CEO at FinCalc, added: “We’re really proud to be innovating alongside Plannr.
“We both understand that the adviser and client journeys need to be seamless, pain-free, and powerful.
“With all your data available at the click of a button, we’re enabling advisers to focus on what matters most: delivering value to their clients.”