Twenty7tec is introducing a practical update to its CRM, designed to make it easier to capture and manage employment and income information, whether through fact finds, the client portal, or third-party integrations.
This release builds on previous improvements made in 2024, focusing on streamlining everyday processes and bringing the system in line with the evolving needs of advisers. Users will now benefit from greater flexibility when recording multiple income streams, including pensions, investments, and mortgage-related income.
What’s changing?
- Unlimited historic, current and future employments
Through fact finds and the employment and income page, users can now add multiple employments, whether they are current or in the future, or even in the past. - Overarching employment status
Users can now set a client’s Employment Status, such as employed, self-employed, contractor, not employed or retired. This is separate to adding employment, and for example, allows a client to be retired but still working, i.e. a NED role or a part-time delivery driver. - Income linked to policies and mortgages
Adding pensions, investments, rental, or other income will now allow users to link to a policy that has already been recorded against the client. This means that the employment and income can automatically update when the policy values increase or decrease. - Employment and income-related income types
When adding employment, the status will now control the type of income you can record. For example, selecting self-employed will allow you to add basic salary/net profit, dividend income or guaranteed overtime, while selecting employed will provide options like basic salary/net profit, bonus or overtime. - Improve enquiries and fact finds
Enquiries and fact finds have been enhanced to allow users to add the same rich data as the employment and income page, meaning that users and clients can get the information right the first time. The Profile and Questionnaires within the Client Portal have also been updated to support the addition of multiple Employments and Incomes. - Instant saving
You no longer need to click ‘Start Edit’ or ‘Finish Edit’ on the Employment and Income page — simply make your changes, and FINPLAN will save them automatically.
Toni Robinson-Bowring, Director of Product & Delivery, said:
“This update improves how income is captured within the CRM, making it easier to record both employment and non-employment details. It’s a practical enhancement that brings us in line with what users expect, and continues our focus on making everyday processes more efficient.”
The update will be available soon and forms part of our continued investment in enhancing the CRM experience for our users.
