An update on our progress so far

25/04/24 · By Joseph Williams

As part of our mission to integrate technology and eliminate the need to manually key data, we’re building an innovative web-extension that places client data at the fingertips of financial advisers.

It will act like a sidebar and grant you easy access to your clients’ data. All you need to do is open the web-extension, select a data source (e.g. your back-office) and then search for a particular client.

The web-extension will then display all the data you have stored within your back-office for your chosen client, and provide the option for it to be moved from technology A to technology B with ease.

It’s important to note that ZeroKey will not store any client data. We simply act as the conduit, meaning we pull data in from a source, display it, and provide the option for it to be pushed into a destination.

Our latest update video offers a small insight into how our web-extension will move data from A to B, using intelliflo as an example data source and CashCalc as an example destination.

Of course, it’s possible for any technology provider to fill either role. For example, Time4Advice or CashCalc could act as data sources whereas Fundment or Transact could act as destinations.

If you would like to find out more about our web-extension, or our wider plans to integrate technology and eliminate the need to manually key data, please do not hesitate to get in touch.

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