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Specialist Integrations

FinCalc

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Integration Functionality

  • Analyse
  • Report & Communicate
  • Review

It’s time to integrate with FinCalc! With our 2-way integration, you can quickly and seamlessly transfer your client information between Plannr and FinCalc so you can begin illustrating your client’s financial future concisely and accurately using tools such as:

  • Cashflow Modeller
  • Retirement Modeller
  • IHT Modeller
  • Client Portal
  • Financial Calculators

You can also upload your reports directly into Plannr from FinCalc.

Find out more here