Notes from our CEO: January 2025

07/02/25 · By Joseph Williams

Our primary focus is to help eliminate manual data entry, which ultimately means everything we do is aligned towards achieving this. And to keep you up to date with everything we are doing, here’s a few of the exciting things we’ve been up to in January.

#1: Our integration with Time4Advice Curo is officially in beta. When released, this will allow you to integrate with your chosen back-office system and utilise them as a ‘source of data’ within ZeroKey.

#2: An integration with Fundment is nearing completion. Our first platform integration aims to provide quick and easy access to data stored within the platform, ranging from client details to fund information.

#3: An integration with FinCalc has also started. This means, in addition to integrating with your back-office system, you can also integrate with your financial planning tool and push client data into 3rd party technology.

#4: Several new ‘Quick Actions’ have also been built into new technology providers, ranging from longstanding analysis tools to new AI tools just entering the market. These will be released throughout February.

#5: During January, we were invited to present at The Investment Network’s first event of the year. Our 10-minute demo highlighted what we’ve built so far, whilst also providing a flavour of what’s to come in 2025.

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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