Integration that makes perfect sense.

We are delighted to announce the recent integration initiative between Plum Software and CashCalc, who manage a suite of financial tools designed by planners, for planners.

Financial advisers who use the back-office system provided by Plum are now able to import data directly from their back-office system and into their CashCalc account.

David Felix-Davies, Sales Manager at Plum said 

“By working together with CashCalc we will be able to enhance and expand the Plum system for all of our existing and new clients. 

He added “We have a long-standing history in providing solutions to UK Financial Advisers and share CashCalc’s vision for the future of wealth management centred on efficient and transparent solutions for advisers and their investors”.

Ray Adams, Director of CashCalc commented 

“With the ever increasing client demand in the UK for technology solutions addressing the growing complexities of a financial services business, including improving productivity, this integration with Plum Software bridges the gap of those requirements”

For a client of Plum Software all that is required is three simple steps

1. Select CashCalc from the ‘partner dropdown option’ within their Plum Software back-office system.

2. Enter the CashCalc login details.

3. Confirm permission is given for Plum Software to integrate their account.  This will then push all relevant data across and into the client’s CashCalc Client Profile , all information entered into Plum back-office system can be imported into the CashCalc account

[Sponsored post by Plum Software]