We’re delighted to announce a full 2-way integration with Adviser Cloud, designed to help you reduce the need to manually key client information and with it make your overall financial planning process much more efficient.
The integration, which is provided without any additional cost, was developed entirely by Adviser Cloud using our Open API. This means everything will be done from within your Adviser Cloud account, from setting up the integration to the import and export of client information.
Unlike other back-office integrations, our integration with Adviser Cloud is a bulk import/export of client information. This means from within your Adviser Cloud account, you can either import all client information from CashCalc or export all client information to CashCalc at the single click of a button, which will include:
- Personal information
- Contact methods
- Addresses
- Protection Policies
- Investments
- Pensions
- Assets
- Liabilities
- Incomes
- Expenses
To integrate your CashCalc and Adviser Cloud accounts, please login to your Adviser Cloud account and visit the integrations section. You can also watch the video below to find out how to integrate, as well as contact the Adviser Cloud team ([email protected]) to discover how to get the most out of the integration.
