Notes from our CEO: February 2025
02/03/25 · By Joseph Williams
The need to manually key client data over and over again has been a major pain point for way too long. That’s why we’re entirely focused on helping you eliminate manual data entry. And to keep you up to date with our progress, here are 5 key items to report from February.
#1: Our integration with Fundment is now in beta. This allows you to gain quick and easy access to the data you have stored within your Fundment account, plus the ability to push this data into other technology providers. For more info, please watch our demo video.
#2: We've completed the build of our integration with FinCalc. When available, this will allow you to add FinCalc as a ‘source of data’ and start pushing client data into 3rd party technology providers, such as investment platforms for the purpose of account opening.
#3: To help eliminate manual data entry, we introduced several ‘Quick Actions’ into new technology providers. This included an 'add client' into the lang cat’s Analyser tool (click here to find out more), plus brand-new 'Quick Actions' into The Pension Lab and P1 Investments.
#4: Our centralised API is nearing completion. To summarise, this will enable approved 3rd parties to 'plug into' the ZeroKey ecosystem themselves and immediately inherit all current and future connections we develop. Please get in touch to join our initial waitlist.
#5: It’s now been 12 months since Professional Adviser first broke the news about ZeroKey (view initial press release). A lot has happened during that time, and there is still plenty more to do, but we’d like to extend a big thank you to everyone who has supported us so far – thank you!
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.
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