Time4Advice announces a new integration with CashCalc
Time4Advice today announces a new integration between CURO, its leading financial planning and wealth management technology platform, and CashCalc, one of the UK’s leading sophisticated Cashflow planning tools.
This two-way integration means advisers that use CURO are now able to utilise key tools on both systems without the need to rekey client data. In addition, Cashflow modelling performed within CashCalc can be stored back into CURO against the client record. As a result, the integration helps advisers save time and improves client servicing.
Mitchell Philpott, Managing Director, Time4Advice, commented: “Recent research highlighted advice firms are using an average of five systems in the process of giving advice, building portfolios and managing clients. It is a damming reflection on the lack of progress made by the so-called leading adviser technology systems to modernise financial advice for the good of the industry, advisers and their clients.”
We’re out to put that right. This integration is the latest in a series of current and planned integrations by Time4Advice with providers, platforms and other third-party advice tools.”
We’re out to disrupt financial planning and wealth management technology.
For far too long technology providers have failed to deliver the panacea of benefits promised. They’ve talked about providing a joined-up experience across advice, client management, back-office and admin. Yet most advisory firms are still forced to operate within the constraints of using multiple silo systems, with data held in various places
We’re on the side of the advisors. This means we’re changing the game. It’s why we’ve teamed up with Microsoft to create CURO; it’s an adviser technology ecosystem that spans your entire business. It unifies all your data, processes and business applications, and natively integrates with your everyday Office365 apps including, Excel, Word and Outlook.
The result is a digital transformation platform that delivers frictionless omni-channel client experiences, the ability to serve more clients, centralised data, reduced risk and significant operation efficiencies.
Launched in 2014, CashCalc has developed a suite of incredibly powerful financial planning tools which is today enjoyed by over 14,000 registered account holders across the country. Since becoming the leading and most popular cashflow planning tool in the UK, their mission is to help every financial adviser and with it improve how financial advice is delivered within our profession, from start to finish.
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