What systems do CashCalc integrate with?

CashCalc holds integrations with a range of back-office and client onboarding systems:

CRM/ Back Office

Intelligent Office: Our 2-way Intelligent Office integration allows you to transfer client info with ease. You can import data from IO or use our Data Capture Forms to complete a full fact find in CashCalc, and then export data to create a client within IO.

Enable: Easily push information from Enable into CashCalc, such as: Client Details, Savings & Investments, Pensions, and Other Assets & Liabilities.

Plum Software: Our integration with Plum Software aims to eliminate the time-consuming task of re-keying client data. By being able to enter a client and corresponding details in one location and have the exact same data replicated elsewhere, we are ensuring the gap between two of the leading software providers has been bridged.

Client Onboarding

Advicefront: Integrate your CashCalc account with the client-onboarding software provider, Advicefront, and sync client data across both accounts. Currently being Beta tested.

CashCalc - Data Capture Forms: 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.

Platforms:

Transact: Our integration with Transact allows you to seamlessly pull up-to-date client portfolio information into your CashCalc account. This will save you vast amounts of time not having to re-key data, and therefore streamline the process of creating a cashflow forecast.