Watch: ZeroKey at Fundment's Adviser Hang-Out

21/02/25 · By Joseph Williams

Last month, we had the opportunity to join Fundment at their 'adviser hang-out' event and present the stage one integration that has been built between ZeroKey and their platform.

Following integrations with all major back-office systems, this represents the the first integration we have built with a platform, and grants advisers or paraplanners easy access to the data they have stored within Fundment.

The 8-minute demo starts by showing how ZeroKey can help eliminate manual data entry when adding a client into Fundment, before integrating and adding Fundment as a source of data.

From here, it demonstrates what data you can gain access to via our web-extension, as well as a few 'Quick Actions' into various third-party technology – all designed to help eliminate manual data entry.

What is a ZeroKey Quick Action? A Quick Action seeks to streamline those repetitive tasks which happen every day. So rather than manually keying client data over and over again, it reduces the effort down to a single click of the mouse.

If after watching the demo you would like to find out more, please do not hesitate to get in touch. We are also keen to hear your thoughts – we love feedback and developed based on the ideas and suggestions made by you.

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