FinCalc and Plannr have launched a feature called the ‘Launch in FinCalc’ button, allowing users to access client records in FinCalc with one click.
Using secure OAuth2 technology, users are logged into FinCalc without needing to enter their credentials, taking them directly to the client’s record.
If the client does not already exist in FinCalc, they are created automatically, transferring important data such as partner records, income and expenditure, retirement age, and other personal details.
This process aims to reduce duplication of effort and minimise errors, enabling advisers to start cashflow modelling and financial planning quickly.
Advisers can also open client records in Plannr from FinCalc with a single click.
Inside FinCalc, advisers can view client cashflow models and use financial planning tools.
They can generate reports for clients or send information back to Plannr for a streamlined client experience.
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, said: “We’re really proud to be working 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.”
