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.
We offer a range of integrations – from your chosen Back Office to our favourite Client Onboarding system – all made with the user in mind.
Our CashCalc integrations can help you and your firm to eliminate and reduce the manual re-keying of data, making your processes simple, straightforward and seamless.
It’s easy to set up our 1 or 2-way integrations, and we have guides to help you through the process. Click here, to find out what integrations we currently support.
Want to see CashCalc integrate with your back-office provider? Or with any other software provider?
Here at CashCalc, we are happy to integrate with anyone if it benefits both you and your client. CashCalc Director and Chartered Financial Planner, Ray Adams, explains in the video below:
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.
The integration will allow you to seamlessly pull your Intelligent Office clients and data into CashCalc, such as:
Personal information
Savings & Investments
Incomes & Pensions
Assets & Liabilities
How to set up your integration:
Login to your CashCalc account, or register for an account
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.
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 cash flow forecast.
How to set up your integration:
Submit an A004 form to Transact, giving them permission to let us sync your account data
Once approved, login and visit the ‘My Account’ section of CashCalc
Select the ‘Link account with’ option, and choose Transact
Enter your Transact ID and PIN
Select ‘Test Integration’ to connect to the Transact service
If the test is successful, select ‘save changes’ to confirm your integration.
For all linked clients, once you then go into the Advanced Cash Flow Modeller you will be able to quick-add or link Savings Pots & Pensions for that client into a forecast. You will also be able to click ‘update to current value’ to pull through live pot values from Transact.
The integration allows users to send the data they've gathered on Advicefront during the client on-boarding process straight into CashCalc. This data will then populate the clients 'Client Profile' on CashCalc and be available to be imported into any of the calculators.
How to set up your integration:
Login to your Advicefront account
Visit the account settings area
Follow the step-by-step process
Once integrated, you’ll be able to sync data between both your CashCalc and Advicefront accounts.