Twenty7tec has announced the next step in the evolution of its innovative CRM system.
The leading financial adviser platform has rolled out the first phase of its integration with FinCalc – a financial planning platform used by advisers for cashflow modelling, alongside retirement and IHT planning.
The announcement comes at a time when it has never been more important for advisers to deliver client-focused financial planning as the nation faces growing uncertainty around income, longevity, and inheritance planning – and are increasingly expecting personalised, data-led advice.
Twenty7tec has built an integrated platform that focuses on reducing manual processes, supporting compliance, and improving client outcomes. The new link means advisers can now seamlessly transfer client data from the Twenty7tec CRM into FinCalc, eliminating manual entry and reducing friction in the financial planning process.
Designed to support advisers, administrators, compliance teams and business owners, the enhancement also means it’s now quicker and easier for users to carry out “lifetime cashflow” modelling using real-time client data – helping advisers make better decisions around everything from retirement to inheritance planning.
In addition, every time the FinCalc modeller is launched, it automatically updates with the most recent data from the Twenty7tec CRM – ensuring accuracy and saving time.
“This transformational update forms part of Twenty7tec’s wider mission to save time, improve accuracy, and enhance the experience for both advisers and their clients,” explains James Tucker, CEO at Twenty7tec. “This means less duplication, fewer clicks, and more time to focus on advice.”
“We want to help advisers spend less time on admin and more time on advice by enabling a secure, real-time flow of data. We’re removing barriers in the planning process and giving users the tools to deliver compliant, client-focused advice more efficiently.”
With this integration, advisers can:
- Link their FinCalc account and their Twenty7tec CRM quickly and securely
- Search for their CRM clients directly from within FinCalc
- Pull through the latest client data like incomes, assets, savings, pensions and expenditure without re-keying
- Launch FinCalc knowing it’s using the most up-to-date information
- Download any planning documents created in FinCalc and upload them directly to the client’s CRM record
Jason Wykes, Founder and CEO of FinCalc, said: “This partnership with Twenty7tec represents a significant leap forward for adviser technology. By connecting FinCalc’s powerful modelling capabilities with real-time CRM data, we’re removing the friction from financial planning. Advisers can now spend less time on admin and more time delivering the personalised, compliant advice that clients expect, all in one seamless experience.”
