Imagine having to do your grocery shop, like people used to, using five or six different high street shops just to get your meat and veg for the next week. Now imagine needing a password to enter each shop, and being asked to write down the groceries you’d bought elsewhere before you’re able to buy anything else.
Absurd, isn’t it? But that’s what happens to advisers all the time when they use digital platforms that aren’t integrated. Reams of client data need to be re-entered into computers repeatedly, often in different ways, and the process can get so convoluted you might be forgiven for thinking sticking to paper was easier.
This is why we are so delighted to announce a new tech integration at Advicefront. From this week, any of our clients using CashCalc to manage cash flow will be able to share data seamlessly with their Advicefront account. This integration is in beta for the moment but will be rolled out to every Advicefront user soon.
We believe advisers should be able to use whichever tech solution they feel comfortable with, particularly if they and their teams have been using the same product well for years.
This shouldn’t mean that if they want to use another product to automate another laborious task that they have to scramble around inputting client data again and again. All this integration can only mean one thing: more time for advisers to do what they do best – give advice!
If you’d like to know more about this integration or how Advicefront’s technology can work seamlessly with other products to make your job that little bit easier, please get in touch.
Want even more info?
If you’d like to know more about our product, Onboard, in which you can invite your client to key in and manage their own fact-find, we have more information here. Later this year, we will roll out a second product which will help advisers build financial plans for their clients, while a third is being launched shortly after to assist with execution.
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