Integrations Suite

From your chosen back-office to your favourite client onboarding system, eliminate the need to manually re-key data by making your processes simple, straightforward and seamless.

What do we offer?

We have been working hard on developing ways so that you don't have to re-key information into multiple systems.
In development
Proposed
2-way integration
Client
Create in CashCalc
Create in Vendor
Contact methods
Create in Vendor
Update Vendor
Create in CashCalc
Update CashCalc
Addresses
Create in Vendor
Update Vendor
Create in CashCalc
Update CashCalc
Investments
Create in Vendor
Update Vendor
Create in CashCalc
Update CashCalc(Live valuations)
Pensions
Create in Vendor
Update Vendor
Create in CashCalc
Update CashCalc(Live valuations)
Assets
Create in Vendor
Update Vendor
Create in CashCalc
Update CashCalc(Live valuations)
Liabilities
Create in Vendor
Update Vendor
Create in CashCalc
Update CashCalc(Live valuations)
Incomes
Create in Vendor
Update Vendor
Create in CashCalc
Update CashCalc
Expenses
Create in Vendor
Update Vendor
Create in CashCalc
Update CashCalc
Price

Defined Benefit Triage

MoneyAlive

Money Alive

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.
ExpertPensions

Expert Pensions

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

Coming soon!
CashCalc Open API
We are pleased to announce that our Open API is now live!
This means that it is even easier for your favourite software providers to set up integrations with CashCalc, which will ultimately benefit both you and your client.
So, if you would like to see any integrations built, please let them or us know.
Click here to find out more.