Financial planning-led wealth manager Atomos has partnered with fintech Fincalc to strengthen its centralised retirement proposition and client onboarding processes.

By integrating Fincalc into its processes, Atomos advisers will gain access to new digitally enhanced workflows.

The integration will be two way with Atomos’ existing systems, ensuring accurate and efficient data flows.

Atomos advisers will gain access to cashflow modelling, retirement modelling and inheritance tax planning tools along with a suite of financial calculators.

The partnership also adds a digital engagement portal for clients. The onboarding protfal will feature a fully customisable digital fact find, secure messaging, document upload, and digital signature functionality.

Atomos said the partnership supports its ambition to become a leading wealth management and financial planning firm.

Niral Parekh, managing director of financial planning at Atomos, said: “Thanks to our work with Fincalc our client engagement tool is adaptable, secure and intuitive. In addition, the cash flow planning and additional tools better support our technical client work and integrate seamlessly with our back-office systems”

He added that the firm plans to do add more technological upgrades with Fincalc in the future.

Insurance giant Willis Towers Watson acquired a stake in Atomos in October 2024 as the financial planner looking to finance its expansion in the UK wealth market.

Atomos is also back by funds managed by private equity firm Oaktree Capital Management

Atomos is a wealth manager providing a full Financial Planning service and bespoke portfolio management. Formerly part of Sanlam Wealth, the private-equity backed business is headed by CEO Jonathan Polin. The company manages £7bn in assets for 13,000 clients.

FinCalc provides Financial Planning tools, including cashflow modelling and DB transfer analysis software, to UK financial advisers. It was created by O&M Pension Solutions.