Twenty7tec strengthens FinCalc integration to streamline financial planning workflows

Twenty7tec has enhanced its integration with FinCalc, introducing new functionality within ADVICE that enables advisers to move directly from a client record into the corresponding client data held within FinCalc.

The latest development further strengthens the connection between the two platforms, helping advisers reduce administrative effort and move more seamlessly between client management and financial planning activities.

Through the new functionality, advisers can access FinCalc directly from within ADVICE, removing the need to manually search for client records across multiple systems. 

Harrison Banner, head of sales at FinCalc, said: “It is great to further enhance our integration with the ADVICE platform and allow our shared users to benefit from the rewards of an ecosystem that works together; to give better, more efficient and more accurate client outcomes. The FinCalc system empowers advisers to provide personalised advice and partnering with Twenty7tec allows data to move seamlessly into the platform which means that advisers can be modelling in minutes, not hours.”

David Wressell, senior manager at Twenty7tec, added: “This enhancement to our integration with FinCalc represents a practical improvement that helps remove some of the friction in day-to-day workflows. Being able to go straight from ADVICE into the relevant FinCalc record cuts out a lot of the switching between systems. It’s part of a wider desire to work towards more joined-up workflows, without adding unnecessary complexity."