Reduce the need to manually key client information throughout your entire financial planning process using our newly developed integration with Wealthcraft. Built by Wealthcraft themselves using our Open API, the integration is designed to save you time, as well as help minimise the risk of errors when manually keying information.
Unlike many other back-office integrations currently available, the 2-way integration between CashCalc and Wealthcraft offers a bulk import/export of client information. This means you can exchange all client information with a single click of a button, which includes:
- Personal information
- Contact methods
- Addresses
- Protection Policies
- Investments
- Pensions
- Assets
- Liabilities
- Incomes
- Expenses
To set-up the integration, you’ll need to visit the ‘Settings’ section within CashCalc, and then select the integrations option. From here, you’ll be able to request the integration is set-up. By making the request, you’ll be asking Wealthcraft to set up the integration for you (which they will aim to complete within 1 working day) and once integrated, you’ll then be able to start linking and exchanging your clients and their information between both of your accounts.
If you have any questions throughout the integration process, or if you would like to find out more about the process itself, please contact the Wealthcraft support team by emailing [email protected] or calling +44 (0)203 873 5567 (and selecting option 2).
As always, the integration between CashCalc and Wealthcraft uses integration best practices. While integrating your accounts, authentication between CashCalc and Wealthcraft is performed via a secure OAuth2 flow. While using the integration, all sensitive information on CashCalc’s side is encrypted at rest using AES-256 encryption, and all communication between CashCalc and Wealthcraft is made via an encrypted TLS connection. To summarise, the methods used are bank-grade security.
If you wish to find out how to integrate your accounts and start linking or exchanging clients, please watch the videos below or contact your account manager for more information. And as always, if you have any feedback or ideas for improvement, please don’t hesitate to let us know.
