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CashCalc and Intelliflo integrate software

CashCalc and Intelliflo integrate software

Cashflow planning software provider CashCalc has been integrated with Intelliflo's back-office software Intelligent Office.

This will allow financial advisers to pull client data from iO into CashCalc and has been done to provide greater efficiencies within the financial planning process.

The integration will mean advisers will not have to key data into iO as well as CashCalc and will also increase data accuracy.

Ray Adams, director of CashCalc and a chartered financial planner, said: "As a practicing financial adviser, I understand the importance of integrations and I expect the systems I use to interact with one another.

"Today’s announcement is a major step forward to help us (as advisers) become even more productive and we are thrilled to see CashCalc integrate with Intelligent Office."

The data which can be pulled from iO into CashCalc includes personal information, savings and investments, incomes and pensions, and assets and liabilities.

To set up the integration, advisers are encouraged to visit the iO Store where they can install the CashCalc app.

Nick Eatock, executive chairman at Intelliflo, said: "I am delighted to welcome CashCalc into the iO Store. This integration will save advice firms a lot of time and drive efficiency in their business.

"By no longer having to re-key data, advisers will also be able to achieve increased data accuracy. A number of our users also use CashCalc, so this integration is a no-brainer and I expect that it will be widely used."