Twenty7Tec has rolled out the first phase of an integration with financial planning platform, FinCalc.

The integration comes at a time when clients are expecting advisers to deliver personalised, data-driven advice, the financial adviser platform said.

Twenty7tec has built an integrated platform that focuses on reducing manual processes, supporting compliance and improving client outcomes.

The new link means that advisers can now transfer client data from the Twenty7tec CRM into FinCalc, eliminating manual entry and reducing friction in the financial planning process.

The enhancement, which is designed to support advisers, administrators, compliance teams and business owners, will make it quicker for users to carry out lifetime cashflow modelling, using real-time client data.

As part of the integration, advisers can search for their CRM clients directly within FinCalc and pull through the latest client data like incomes, assets, savings, pensions and expenditure without rekeying.

Twenty7tec chief executive officer, James Tucker, said: "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. 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."

FinCalc founder and CEO, Jason Wykes, added: "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."

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