Twenty7tec has further improved its adviser technology offering by integrating its customer relationship management system with the financial planning platform FinCalc.
The new integration allows financial advisers to move client data seamlessly between the two platforms, eliminating the need for manual data entry and enabling more accurate and efficient financial planning.
The development marks the first phase of a wider integration strategy and follows a growing demand from advisers for personalised, data-driven tools amid increasing uncertainty around income, longevity and estate planning.
Used widely for cashflow modelling, retirement forecasting and inheritance tax planning, FinCalc will now be able to draw real-time information directly from Twenty7tec’s CRM.
According to the firms, this will allow advisers, administrators and compliance teams to work from a single source of up-to-date data when building client plans.
James Tucker, chief executive of Twenty7tec, said: “This transformational update forms part of Twenty7tec’s wider mission to save time, improve accuracy, and enhance the experience for both advisers and their clients. This means less duplication, fewer clicks, and more time to focus on advice.”
As part of the integration, users of FinCalc will be able to search for CRM clients directly from within the planning tool, retrieve key data such as income, pensions and expenditure, and download financial plans into the client record stored on Twenty7tec. Each time the modeller is launched, it will automatically update with the latest CRM information.
Tucker added: “We want to help advisers spend less time on admin and more time on advice by enabling a secure, real-time flow of data. We’re removing barriers in the planning process and giving users the tools to deliver compliant, client-focused advice more efficiently.”
Jason Wykes, founder and chief executive of FinCalc, described the partnership as a “significant leap forward for adviser technology”.
“By connecting FinCalc’s powerful modelling capabilities with real-time CRM data, we’re removing the friction from financial planning,” he said.
“Advisers can now spend less time on admin and more time delivering the personalised, compliant advice that clients expect, all in one seamless experience.”
