Twenty7tec has enhanced its integration with FinCalc, introducing new functionality within ADVICE that enables advisers to move directly from a client record into the corresponding client data held within FinCalc.
The latest development further strengthens the connection between the two platforms, helping wealth advisers and IFAs reduce administrative effort and move more seamlessly between client management and financial planning activities.
Through the new functionality, advisers can access FinCalc directly from within ADVICE, removing the need to manually search for client records across multiple systems. By creating a more connected workflow, the enhancement helps reduce duplication, save time and improve efficiency across the advice process.
The update reflects the growing demand for integrated technology solutions that allow advisers to spend less time navigating systems and more time focusing on client outcomes.
The enhancement builds on the existing relationship between ADVICE and FinCalc and forms part of Twenty7tec's continued investment in creating a connected technology ecosystem for advisers across the mortgage and wealth sectors.
Harrison Banner, Head of Sales, FinCalc: “It is great to further enhance our integration with the ADVICE platform and allow our shared users to benefit from the rewards of an ecosystem that works together; to give better, more efficient and more accurate client outcomes. The FinCalc system empowers advisers to provide personalised advice and partnering with Twenty7tec allows data to move seamlessly into the platform which means that advisers can be modelling in minutes, not hours.”
David Wressell, Senior Manager, Twenty7tec (ADVICE) says: “"This enhancement to our integration with FinCalc represents a practical improvement that helps remove some of the friction in day-to-day workflows. Being able to go straight from ADVICE into the relevant FinCalc record cuts out a lot of the switching between systems. It’s part of a wider desire to work towards more joined-up workflows, without adding unnecessary complexity"
"As firms continue to look for ways to improve productivity and simplify day-to-day processes, integrated workflows are becoming increasingly important in delivering a smoother experience for both advisers and their clients."
