Technology
Twenty7tec enhances FinCalc integration within ADVICE to streamline adviser workflows
The enhancement allows advisers to access FinCalc directly from ADVICE, removing the need to search for records across different systems.Â
The enhancement allows advisers to access FinCalc directly from ADVICE, removing the need to search for records across different systems.Â
The new link means advisers can now transfer client data from the Twenty7tec CRM into FinCalc, eliminating manual entry and reducing friction in the financial planning process.