Saltus, a leading wealth management firm, has partnered with FinCalc, a prominent provider of financial planning software. This collaboration aims to streamline the efficiency of Saltus advisers in their client review processes by offering a unified solution. This comprehensive solution ensures a seamless client journey, starting from initial onboarding to the creation of exhaustive financial plans, all while minimising the need for extensive data entry.
As part of this partnership, FinCalc has leveraged its expertise to develop a seamlessly integrated digital fact find from the Saltus bespoke client portal. This integration eliminates the need for redundant data entry, enabling swift transmission of client information directly into Saltus’s CRM system, Curo by Time4Advice.
Furthermore, FinCalc will augment this partnership by providing an array of financial planning tools. These tools include cashflow modelling, retirement modelling, inheritance tax planning, and a suite of financial calculators. This holistic package empowers Saltus advisers to deliver enhanced financial solutions to their clients efficiently.
By joining forces, Saltus and FinCalc aim to revolutionise the wealth management landscape, offering a superior client experience while optimising operational workflows for advisers.
Jason Wykes, CEO at FinCalc said:
“This partnership with Saltus illustrates how far we have come since launching FinCalc 3 years ago, and we are really excited about it. Our core FinCalc system, alongside custom development work for Saltus, ensures that their advisers have systems that communicate with each other, not only to save valuable time but to provide a smooth client journey.”
Jon Macintosh, Managing Partner of Saltus Partners LLP said:
“Digitising our onboarding journey is a key component of our strategy for increasing the scalability and efficiency of our Financial Planning operations, as well as expanding the technological capabilities of the Saltus Platform. Through our partnership with FinCalc, we have been able to build a solution that integrates seamlessly with our in-house technology to avoid the need for re-keying of information by administrators, whilst providing a smoother journey for clients and advisers to achieve the best financial planning outcomes.”
This has been referenced in FT Adviser and Financial Planning Today.