Twenty7tec, a mortgage and WealthTech solutions provider, has expanded its integration with financial planning tool FinCalc through new functionality built into its ADVICE platform.
The update removes the need for advisers to conduct manual searches across separate systems when moving between client management and financial planning activities. By establishing a more joined-up workflow between the two platforms, the enhancement aims to cut down on duplicated effort, reduce time spent on administrative tasks and lift overall efficiency across the advice process.
The development forms part of Twenty7tec’s ongoing investment in building a connected technology ecosystem for advisers operating across both the mortgage and wealth sectors, and builds directly on the pre-existing relationship between ADVICE and FinCalc.
Twenty7tec is a leading provider of mortgage and WealthTech and data solutions. The firm supports lenders, brokers and financial services professionals through its sourcing, INSIGHT and analytics platforms, all designed to sharpen decision-making and improve outcomes for customers.
FinCalc head of sales Harrison Banner said, “It is great to further enhance our integration with the ADVICE platform and allow our shared users to benefit from the rewards of an ecosystem that works together; to give better, more efficient and more accurate client outcomes. The FinCalc system empowers advisers to provide personalised advice and partnering with Twenty7tec allows data to move seamlessly into the platform which means that advisers can be modelling in minutes, not hours.”
Twenty7tec senior manager (ADVICE) David Wressell said, “This enhancement to our integration with FinCalc represents a practical improvement that helps remove some of the friction in day-to-day workflows. Being able to go straight from ADVICE into the relevant FinCalc record cuts out a lot of the switching between systems. It’s part of a wider desire to work towards more joined-up workflows, without adding unnecessary complexity.”
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