Cashflow and defined benefit transfer (DB) software provider FinCalc will integrate its system with CURO by Time4Advice. CURO is a financial planning and wealth management software solution belonging ...
FinCalc and Plannr have teamed up to introduce a new ‘launch in FinCalc’ button within Plannr. This new enhancement to the existing two-way integration allows Plannr users to open the client record ...
Financial planning software provider FinCalc has partnered with Time4Advice to develop an integrated digital fact-finding solution for its firms. As part of the integration, advisers using Curo, ...
Wealth management firm Saltus has partnered with financial planning software firm FinCalc to digitise its client onboarding system. The partnership aims to help Saltus advisers become more efficient ...
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