ZeroKey

We’re excited to be working with ZeroKey, who join us on our mission to enhance adviser efficiency through smarter processes. ZeroKey shares our commitment to simplifying life for advice firms, and together, we’re making significant strides in this direction. Stay tuned for more updates as we continue to innovate for the financial planning community. #Fintegrate #ZeroKey #FinancialPlanning

We’re excited to be working with the team at ZeroKey. Our partnership with ZeroKey enables us to offer you brand-new connections which previously didn’t exist. So if you use platforms such as Fundment you can now seamlessly add your clients’ policies into Fintegrate without any manual data entry – helping you save time and retain data integrity. Plus, the more connections ZeroKey develop, the more we can offer. At Fintegrate, our mission has always been clear - to save advisers time and make their processes smarter and more efficient. ZeroKey shares that same focus, and this partnership is a big step forward in making life easier for advice firms. Register for your 14-day free trial: https://lnkd.in/ebHg4q8T

Here’s why – even with the very best of intentions – integrations between financial advisers’ tools can be challenging: 🔢 Few common data standards (= data lost in translation) 💾 Legacy architecture (many providers pre-date API) ↔️ Competing priorities (core product > integrations with others) ⚙️ Advisers (fairly) using unique combinations of tools 💻 Even when connected, UI/UX can be jarring These are some of the reasons we are proud to be working with ZeroKey. ZeroKey quite brilliantly sidesteps these challenges. It’s a web app. It requires zero coding. It allows advisers to shift data from A to B on demand, securely. Fundment is ZeroKey’s first integration with an adviser platform. https://lnkd.in/echW68Sd

We’re delighted to be working with the team at ZeroKey and integrating with their other integration partners. At Fintegrate, our mission has always been clear - to save advisers time and make their processes smarter and more efficient. ZeroKey shares that same focus, and this partnership is a big step forward in making life easier for advice firms. Exciting things ahead! #Fintegrate #ZeroKey #Financialplanning

We're delighted to announce our integration with Fundment is now live and available to use – this represents our first with an investment platform and is specifically designed to help you eliminate manual data entry.   With Fundment now added into our ecosystem as a ‘source’ of data, they have immediately inherited all appropriate Quick Actions, allowing client data and documents to be pulled from Fundment and pushed into third-party technology.   This latest development also streamlines the account opening process. Client data can be pulled from all available ‘sources’ within our ecosystem and pushed into Fundment, meaning clients can be added without any manual data entry.   To find out more about the integration and how advisers/paraplanners can benefit, please watch the clip below. You can also watch the full 8-minute demonstration (which features Fundment, Iress, Fintegrate, and FE CashCalc) here: https://lnkd.in/esQECzXS   Big thanks to Ola Abdul and the team for providing API access and helping create connections which previously did not exist. Thanks also to Lois Vallely and Money Marketing for announcing the news this morning: https://lnkd.in/eza2BPuF ❤️

Exclusive: ZeroKey integrates with investment platform Fundment https://lnkd.in/echW68Sd

📢 Our integration with FinCalc is now live and available to use, and is designed to help you move client data from A to B with ease and without any manual data entry. The integration introduces FinCalc and their users to a variety of new connections which previously didn't exist, notably with investment platforms for the purpose of onboarding new clients. Joseph Williams, co-founder & CEO of ZeroKey, said: “FinCalc have achieved a fairly unique position for themselves amongst financial planning tools, whereby through ZeroKey, they are now connected with numerous investment platforms. And even though these ‘baby step’ connections only save a little bit of time, they do help retain data integrity and will significantly improve as we continue to innovate. It is a positive step in the right direction.” It's worth noting that ZeroKey does not store any client data. Instead, it simply acts as a conduit. It pulls client data from a source (e.g. FinCalc) and pushes it into a new destination (e.g. an investment platform). To find out more, please visit: https://lnkd.in/eRFjZju4 (Aberdeen Adviser, Aviva for Advisers, Fidelity Adviser Solutions, Fundment, Transact, 7IM, Oxford Risk, Fintegrate, Analyser)

🚀 Exciting News! 🚀 We’re thrilled to announce our integration with ZeroKey, as featured in Money Marketing! 🔗✨ This collaboration enables FinCalc users to seamlessly connect with multiple financial platforms, eliminating manual data entry and ensuring greater data integrity ✅📊. By making financial technology work smarter, not harder, we’re continuing our mission to streamline adviser workflows and enhance efficiency. A big thank you to ZeroKey for working with us on this integration! 🙌 #Integration #FinancialPlanning #Efficiency #FinTech

FinCalc integrates with ZeroKey to streamline adviser workflows https://lnkd.in/eHvMQpW7