thewealthnet

Fintechs partner to boost financial planning offering

News Team, 26/07/2022

Fintech Adviser Cloud has completed a full two-way integration with fellow-fintech CashCalc in an attempt to make the data movement between both software’s much more efficient.

Adviser Cloud is a practice management solution used by financial advice companies to manage their practice.

CashCalc – which is now part of FE fundinfo - is an integrated suite of online financial planning tools which includes onboarding, integrations and cashflow modelling software.

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