Reports can also be automatically uploaded into CURO from FinCalc. ![]() The integration will pull through items such as income, assets, pensions, savings and investments, liabilities and expenses.Ĭontributions, withdrawals and latest valuations will also be synchronised with this 2-way integration. ![]() “This integration with CURO by Time4Advice is another step forward in our mission to provide advisers with the best financial resources to help them better serve their clients.”Īll relevant client data and financial modelling information can be transferred between FinCalc and CURO. FinCalc and CURO hope to reduce risk, save time for advisers and improve the client review process.įinCalc managing director Jason Wykes said: “Advisers have a right to expect systems to communicate with one another, not only to save time, but also to ensure that client information is updated consistently in all systems. Allows users to search for free financial calculators, financial and business formulas, scientific references for financial calculations, categories of finance and business calculators, and other related information. ![]() The two-way integration strives to provide users with quick and seamless transfers of their client personal and financial information between both systems. The following two formulas are used for the calculation of a reorder point or level for maximum daily or weekly or monthly usage × Lead time and a reorder level for maximum daily or weekly or monthly usage × Lead time + Safety stock. Cashflow and defined benefit transfer (DB) software provider FinCalc will integrate its system with CURO by Time4Advice.ĬURO is a financial planning and wealth management software solution belonging to Time4Advice. Nhng zucn batoong cn nh, xc con m n nh:mun snlng ha vn c nh ( lm cs tnh linhun), trong khi chif cnh hng thng tng (gi thunh, tng lng cho zncng), th fi tng m gibn v gim chiph binng.
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