ZeroKey and FinCalc are pleased to announce their integration, allowing FinCalc users to seamlessly connect with a wide range of financial software and platforms within ZeroKey’s ecosystem.
This integration is part of their shared commitment to seamless technology integration and eliminating manual data entry, giving FinCalc users even greater access to their stored data while allowing for frictionless data transfer between FinCalc and other technology solutions without manual input. This advancement further strengthens FinCalc’s commitment to open integrations, ensuring financial advisers can leverage their client data effortlessly across multiple platforms.
Powered by ZeroKey’s innovative web-extension, this integration acts as a conduit between FinCalc and various financial tools. Financial advisers can use it to extract client data from FinCalc and push it into new destinations, including risk profiling tools, letter of authority platforms, and investment platforms for onboarding new clients.
This integration extends FinCalc’s reach by automatically connecting it with leading investment platforms such as Fidelity, 7IM, Transact, Fundment, Aviva, aberdeen group, and more. By doing so, FinCalc ensures that advisers can seamlessly manage client data across multiple financial systems without redundancy or data integrity risks.
Jason Wykes, CEO of FinCalc, commented:
“At FinCalc, we are dedicated to enhancing efficiency and reducing friction for financial advisers. Our integration with ZeroKey reinforces our commitment to providing a truly connected ecosystem, making it easier than ever for advisers to leverage their client data across various platforms without unnecessary duplication.”
Joseph Williams, co-founder & CEO of ZeroKey,added:
“FinCalc have achieved a fairly unique position for themselves amongst financial planning tools, whereby through ZeroKey, they are now connected with numerous investment platforms. And even though these ‘baby step’ connections only save a little bit of time, they do help retain data integrity and will significantly improve as we continue to innovate. It is a positive step in the right direction.”
This has been referenced in Money Marketing.