ZeroKey

?? ZeroKey is now available with Pension Lab! ?? We’re always looking for ways to help advisers and their teams reduce the admin overload when it comes to Letters of Authority. So we’re very excited to announce that ZeroKey is now live with Pension Lab’s LoA 2.0 service! ? This latest integration means you can now spend even less time on processing LoAs, and increase client data accuracy. We’re making it easier to move data securely and efficiently by connecting with platforms like: ??Xplan (Iress) ??Curo 3 (Time4Advice - financial planning and wealth management software ) ??intelliflo ??Fundment ??FinCalc ?Plus, the more integrations ZeroKey add, the more connections we will inherit! ? What this means for you: ?? Less time on repetitive tasks ?? No more rekeying ?? Better data quality ?? More time to focus on what you do best ? We know that there is always room for improvement, so we’ll continue refining and enhancing to make sure advisers and their teams have the best digital LoA tools at their fingertips. ? ?? See how it works: Watch the video ?? ? Another step towards smarter, faster, and more efficient LoAs! ??

At ZeroKey, we’re entirely focused on helping you eliminate manual data entry. And to?keep you up to date with our progress, here are x5?key items to report from February: https://lnkd.in/ey7DyCuh #1:?Our integration with Fundment is now?in beta #2:?We've completed the build of our integration with FinCalc #3:?New ‘quick actions’ into Analyser, The Pension Lab and P1 Investment Services #4:?Our centralised API is nearing completion #5:?12 months since Professional Adviser first announced ZeroKey To find out more, please do not hesitate to get in touch. Plus, if you have any ideas or thoughts for improvement, please let us know. We love feedback and develop based on the suggestions made by you. ??

?? Take a sneak peak at our new and upcoming web-extension that's designed to further enhance the frictionless experience when using ZeroKey. Notably, the web-extension will remain open even if you change tabs or the page refreshes. Register for your 14-day free trial: https://lnkd.in/ebHg4q8T (Video features Iress, Fundment, FinCalc)

The video below epitomises what we are seeking to achieve at ZeroKey. It shows the effort required to conduct a tedious task being reduced to a single click of the mouse. And because of this, the need for manual data entry has been eliminated. Which in turn, helps save time and retain data integrity. In this particular case, a Hubwise SIPP is being added into Fintegrate from Curo without any manual data entry, saving approximately 309 seconds (or 5 minutes). This includes policy provider, policy type, policy number, fund value, and all fund information. We're taking a pragmatic approach towards solving one of our professions biggest pain points. It's very much baby steps. But we believe if we can help you save 1 percent here and 1 percent there, and continue to iterate to save you more, it will soon add up to make a significant difference. More info: https://www.zerokey.tech/ ?? (Fintegrate, SS&C Hubwise, Time4Advice - financial planning and wealth management software)

Last month, we had the opportunity to join Fundment at their 'adviser hang-out' event and present the stage one integration that is being built between ZeroKey and their platform. This represents our first integration with a platform, and when complete it will grant advisers/paraplanners easy access to the data they have stored within their Fundment account. To watch the full 8-minute demonstration (which features Fundment, Iress, Fintegrate & FE CashCalc), please visit: https://lnkd.in/eXHqudQ7 ??

?? Quickly add a client into Analyser from the lang cat without any manual data entry via our web-extension – saving you time whilst also retaining the data's integrity. Here's how... ? You've just saved 11 seconds Find out more: https://www.zerokey.tech/

Nice piece by Tara O'Connor for FT Adviser about Analyser - the lang cat's reg tech software - and integration with ZeroKey to cut manual data entry for advice firms. https://lnkd.in/dzmAkSYB Joseph Williams Matt Wiltshire BSc APFS Cert CII (MP) Abbey Moffat Terry Huddart Gail Robinson

?? Big news! We're really happy to announce our latest integration with ZeroKey, the award-winning web extension that eliminates manual data entry headaches. ?? This integration enables Analyser users to seamlessly pull client information from their back-office systems directly into Analyser - generating client-specific reports just got much faster with no rekeying required. Ready to streamline your due diligence process? Learn more about how Analyser can help --> https://lnkd.in/eh4jFsMc #paraplanning #financialplanning #duediligence #suitability #platforms

?? Great to see forward thinking companies using API's to make moving data between systems seamless. Looking forward to working with Joseph Williams and the team at ZeroKey FinCalc #integrations #api

Everything we do here at ZeroKey is aimed at eliminating manual data entry. And to keep you up to date with everything we are doing, we've posted a high-level summary from?January: https://lnkd.in/efv6bWDQ #1 Integration with Time4Advice - financial planning and wealth management software #2 Integration with Fundment #3 Integration with FinCalc #4 Several new quick actions built #5 Watch our demo from The Investment Network If you’d like to find out more, please do not hesitate to get in touch. Plus, if you have any ideas or thoughts for improvement, please let us know. We love feedback and develop based on the suggestions made by you.