Plannr Integration
View our brief video below to showcase some of the key features of FinCalc and the integration with Plannr.
Features
Seamless Two-Way Integration
After a quick and simple set up, effortlessly import your clients’ personal and financial information from Plannr. You are also able to create or link your existing FinCalc Clients, including cashflow data and client reports, into Plannr.
In Depth Financial Information
We have gone the extra mile to ensure our integration can import and export as much financial information as Plannr allows. Including Incomes, Expenses, Life Assurance, Pension Plans, Liabilities, Assets, Savings & Investment Plans and Pensions in Payment.