Users of the two systems can now transfer their clients’ personal and financial information between the two systems without any re-keying of information.
Reports can also be automatically uploaded into Intelligent Office from FinCalc.
Advisers can also now use the FinCalc client portal to get clients’ to complete their financial information directly, before uploading this into Intelligent Office.
All relevant client data and financial modelling information can be transferred between FinCalc and Intelligent Office. The integration will pull through items including income, assets, pensions, savings and investments, liabilities and expenses. Contributions, withdrawals and latest valuations can also be synced.
Jason Wykes, managing director at FinCalc, said: “Advisers quite rightly expect systems to talk to one another, not just for saving valuable time but also being able to update the client information from either system gives comfort of consistency throughout."