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Integrations
What systems do CashCalc integrate with?

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.


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Integrations
Why integrate with CashCalc?

Why integrate with CashCalc?

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. 

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Integrations
Have an integration suggestion?

Have an integration suggestion?

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:




View our current integration suite, here.

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Integrations
Intelligent Office

Setting up your iO integration

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:

  1. Login to your CashCalc account, or register for an account
  2. Click My Account
  3. Select the ‘Integrations’ tab
  4. Choose the ‘set up’ button next to Intelligent Office
  5. Follow the simple step-by-step process


You can also integrate via the iO Store – watch the short video below to find out how:



When your Intelligent Office integration expires, it’s simple to renew. Watch the short video below detailing the process:



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Integrations
Enable - CT

Setting up your Enable integration

Easily push information from Enable into CashCalc, such as:


  • Client details (i.e. name and date of birth)
  • Spouse details
  • Savings & Investments
  • Pensions
  • Other Assets & Liabilities 


How to set up your integration:


  1. Login to your Enable account
  2. Go to ‘Quick Links’
  3. Choose CashCalc from the dropdown list
  4. Whenever you want to push a client’s data, select a client and in ‘Actions’ choose to send information to CashCalc.  
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Integrations
Plum Software

Setting up your Plum Software integration

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.


How to set up your integration:


  1. Login in your Plum Software back-office account
  2. Select CashCalc from the partner dropdown option
  3. Enter your CashCalc login details 


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Integrations
Transact

Setting up your Transact integration

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:


  1. Submit an A004 form to Transact, giving them permission to let us sync your account data
  2. Once approved, login and visit the ‘My Account’ section of CashCalc
  3. Select the ‘Link account with’ option, and choose Transact
  4. Enter your Transact ID and PIN
  5. Select ‘Test Integration’ to connect to the Transact service
  6. 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. 


View our downloadable step-by-step guide, or watch the video below: 



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Integrations
Advicefront

Setting up your Advicefront integration

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: 


  1. Login to your Advicefront account
  2. Visit the account settings area
  3. Follow the step-by-step process


Once integrated, you’ll be able to sync data between both your CashCalc and Advicefront accounts.  

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Integrations
Importing/ exporting with Intelligent Office

How to import/ export client data with iO

In the video below, we explain how to sync client data from Intelligent Office and CashCalc:



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Integrations
Our Open API

Our Open API

We are thrilled to announce that we will soon be launching an Open API. This means all your favourite software providers can easily integrate with us.

We already hold a number of integrations with Intelligent Office, Advicefront and Plum Software to name a few. Click here to find out more about our current integrations.

If you would like to see one of your favourite software providers do the same, meaning you spend less time re-keying data and more time on meaningful work, please let them know about our upcoming Open API.

Read more about our Open API, here, or contact us for more information. 

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Integrations
What does this mean for me?

What does this mean for me?

Our upcoming Open API means it will be easier than ever for software providers to integrate with CashCalc.

Information such as incomes & expenditures, personal details plus a whole lot more will be able to be exchanged. This means you can spend less time re-keying data, and more time on your meaningful work.

If you would like to request an integration and begin streamlining your processes, please let the software provider know about our upcoming Open API.

Read more about our Open API, here, or contact us for more information. 

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Integrations
When is the Open API coming?

When is the Open API coming?

We are currently in the last stages of development for our Open API, and we expect to launch soon.

Sign up for your free account to receive email notifications or follow us on Twitter to know when it's live.