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Fundment and CashCalc be a part of forces

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Platform Fundment and cashflow modeller CashCalc have teamed up to enhance adviser device integration.

Current customers of each can now open a consumer account on the Fundment platform from CashCalc.

Fundment claimed that this was the primary connection of its sort between a cashflow device and a platform.

Advisers can use CashCalc to digitally onboard a consumer and conduct their Monetary Planning, then use the ‘make investments’ tab to open a Fundment account for his or her consumer. The consumer is then added as a lead within the adviser’s Fundment platform with their particulars from CashCalc routinely populated.

The fintech corporations stated they have been eager to ease adviser frustrations with know-how integrations between suppliers, which might imply advisers having to re-key consumer knowledge a number of occasions.

The corporations are additionally at the moment growing additional integrations by way of open API knowledge sharing. An API is a type of software program interface which permits a number of IT techniques to speak to 1 one other with out the necessity for human intervention.

Integrations being developed embody importing transactional historical past from Fundment into CashCalc to make the annual overview course of extra environment friendly.

Fundment is an funding platform for advisers which provides a full vary of wrappers, reporting and multi-asset funds.

CashCalc supplies on-line Monetary Planning instruments for advisers. The agency was arrange by Chartered Monetary Planner Ray Adams, chairman of Area of interest IFA, in South Wales, in 2014.

CashCalc was offered to FE Fundinfo final yr however continues to be provided as a stand-alone product.




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