FinCalc and Plannr have teamed up to introduce a new ‘launch in FinCalc’ button within Plannr.
This new enhancement to the existing two-way integration allows Plannr users to open the client record within FinCalc with a single click.
Using secure OAuth2 technology, the user is automatically and securely logged in to FinCalc without the need to enter their username and password.
They are then taken directly to the client’s record in FinCalc.
If the client does not already exist in FinCalc, a record is created, transferring key data such as partner records, income and expenditure, retirement age and other personal details and existing financial plans.
This automatic data transfer eliminates duplication of effort, reduces the potential for errors and ensures advisers can “hit the ground running” with cashflow modelling and other financial planning.
Conversely, if the adviser starts their work in FinCalc, they can open the client’s record in Plannr with a single click.
Within FinCalc, advisers can view a client’s cashflow model and utilise the financial-planning tools.
From here, they can generate reports to share with clients and/or push back into Plannr for a cohesive client experience.
Plannr chief technology officer, Gareth Thompson, 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.”
Advisers using both Plannr and FinCalc can start using this enhanced integration immediately.
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