Understand how the new integration between Twenty7Tec CRM and FinCalc streamlines client onboarding and financial planning workflows. See first-hand how to create or import clients into FinCalc using the launch button within Twenty7Tec CRM. Explore FinCalc’s key features – including cashflow, retirement, and IHT modelling – and how they enhance client understanding and engagement. Discover the training and ongoing support available to ensure firms maximise the value of their integration. Gain insight into FinCalc’s development roadmap, including upcoming features that will further strengthen planning and reporting. Learn how FinCalc supports adviser compliance and auditability in line with the FCA’s Retirement Income Review (Thematic Review). Recognise the “Why FinCalc?” advantage – how the platform helps improve both client outcomes and firm efficiency through simplicity, transparency, and engagement.