Twenty7tec has expanded the integration between its ADVICE platform and FinCalc, allowing advisers to move directly from client records in ADVICE to the corresponding data held within FinCalc.
The technology provider said the enhancement is designed to help wealth advisers and independent financial advisers (IFAs) reduce administration and move more efficiently between client management and financial planning tasks.
The new functionality enables users to access FinCalc directly from within ADVICE, removing the need to manually search for client records across separate systems. Twenty7tec said the change will help reduce duplication of work, save time and create a more streamlined advice process.
The enhancement builds on the existing relationship between the two platforms and forms part of Twenty7tec’s wider strategy to create a more connected technology ecosystem for advisers operating across the mortgage and wealth sectors.
Harrison Banner, head of sales at FinCalc, said: “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 (ADVICE) at Twenty7tec, added: “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.”
Twenty7tec said the update reflects growing demand for integrated technology solutions that enable advisers to spend less time navigating multiple systems and more time focusing on client outcomes.
The firm added that integrated workflows are becoming increasingly important as advice businesses seek to improve productivity and simplify day-to-day processes for advisers and clients alike.
