The new Client Profile: Designed to make your processes more efficient and streamlined, the client profile is now the new central hub of client information. Find out more
With CashCalc it’s easy to set up one or two-way integrations and we will guide you through the entire process.
Connect your accounts and begin importing and exporting data with your favourite platform, risk profiler, CRM, back-office or client onboarding system today, and start transferring data across multiple locations with ease.
Our 2-way integration allows you to sync data gathered during the client onboarding process across your Advicefront and CashCalc accounts. Read more
CashCalc - Data Capture
Get all the client data you need by using our Data Capture Forms. You can send them directly to your client or fill them out yourself. Read more
Back Office / Client Relationship Manager (CRM)
Our 2-way integration allows you to import data from IO or use our Data Capture Forms, and then export data to create a client within IO. Read more
Import data directly from your Plum Software Back Office into your CashCalc account, eliminating the time-consuming task of re-keying data. Read more
Creative Technologies - Enable
Make data transfer a seamless process, without having to re-key data. Users can push info directly from Enable into the CashCalc tools. Read more
Utilise your info and client data from within your Transact account to populate CashCalc’s flagship tool: the Cashflow Modeller. Read more
Defined Benefit Triage
The Money Alive triage service provides an engaging and informative resource bank of generic triage material for use with your clients prior to the advice stage, produced with a CII accredited trainer.
Triage is an educational process that provides generic balanced information on the advantages and disadvantages of a pension transfer for existing and potential clients with DB pensions.
Attitude to Risk Profiling
CashCalc Open API
We will soon be launching an Open API, which means all your favourite software providers can easily integrate with us – helping you spend less time re-keying data and more time on your meaningful work.
If you would like to see one of your favourite software providers integrate with CashCalc, please let them know about our upcoming API.