For financial advice firms

ZeroKey's Web Browser Extension

A Web Browser Extension designed to help financial advice firms integrate technology and eliminate data rekeying.

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​​​​​​​Try for free​​​​​​

A helping hand that works wherever you do

ZeroKey's Web Browser Extension can be opened on any webpage and works with the tools you already use, helping speed up everyday tasks by eliminating data rekeying.

Integrate your tech stack​

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Access brand new connections which previously did not exist with our pre-built integrations.

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Eliminate data rekeying

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Save time and retain data integrity by eliminating data rekeying with our our pre-built triggers.


Data at your fingertips​

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Unlock access to your clients' data by opening the Web Browser Extension from any webpage.


How to use the Web Browser Extension

Install ZeroKey's Web Browser Extension on either Google Chrome or Microsoft Edge and start reducing the effort of everyday tasks down to a single click of the mouse.

Integrate with a source​

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Integrate with your chosen source(s) and start pulling data from these technology providers.

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Integrate with a destination


Integrate with your chosen destination(s) and start pushing data into these technology providers.


Populate forms ​


In the absence of an API or integration, look out for a pre-built trigger that can help populate forms.


We do not store client data

ZeroKey does not store any client data. Instead, we act as a conduit to help you move it from one technology provider to another without rekeying data.

Available sources

Integrate with any of the following and use as your chosen source of data

Xplan


Select Xplan as your chosen source and start pushing data into any available destination.


Watch demo


Curo 3​


Select Curo 3 as your chosen source and start pushing data into any available destination.


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PlannrCRM

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Select PlannrCRM as your chosen source and start pushing data into any available destination.


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Moneyinfo

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Select Moneyinfo as your chosen source and start pushing data into any available destination.


Watch demo

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FinCalc


Select FinCalc as your chosen source and start pushing data into any available destination.


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Fundment

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Select Fundment as your chosen source and start pushing data into any available destination.


Watch demo

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Available destinations

Push client data from your chosen source into any of the following destinations 

Fidelity


Integrate and start pushing client data from your chosen source into Fidelity.


Watch demo


Aberdeen Wrap​


Start pushing client data from your chosen source into Aberdeen Wrap (not an API integration).




Transact

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Integrate and start pushing client data from your chosen source into Transact.


Watch demo

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Fundment​


Integrate and start pushing client data from your chosen source into Fundment.


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7IM​


Start pushing client data from your chosen source into 7IM (not an API integration).


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Quilter​


Start pushing client data from your chosen source into Quilter (not an API integration).


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Aviva


Start pushing client data from your chosen source into Aviva (not an API integration).


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SS&C Hubwise


Start pushing client data from your chosen source into SS&C Hubwise (not an API integration).


Watch demo


M&G​


Start pushing client data from your chosen source into M&G (not an API integration).


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Unipass Letter of Authority​


Start pushing client data from your chosen source into Unipass (not an API integration).


Watch demo


Pension Lab


Start pushing client data from your chosen source into Pension Lab (not an API integration).


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Fintegrate


Start pushing client data from your chosen source into Fintegrate (not an API integration).


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Analyser​


Start pushing client data from your chosen source into Analyser (not an API integration).


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Voyant​


Start pushing client data from your chosen source into Voyant (not an API integration).


Watch demo


FE CashCalc


Start pushing client data from your chosen source into FE CashCalc (not an API integration).


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Timeline


Start pushing client data from your chosen source into Timeline (not an API integration).


Watch demo


Oxford Risk


Start pushing client data from your chosen source into Oxford Risk (not an API integration).


Watch demo


Mabel Insights

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Start pushing client data from your chosen source into Mabel Insights (not an API integration).


Watch demo

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Pricing

Try for free with a 28-day trial. Then either subscribe to retain full and unrestricted access, or simply use the functionality which is available for free.

Note: Certain functionality included within the free version is because the technology provider has opted to pay ZeroKey, making it free for you to use.

Free​

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Integrate with a single source of data and unlock access to your clients' data


Eliminate manual data entry with the copy/paste functionality


Push client data into any of the following destinations:


  • Fidelity
  • Aberdeen Wrap
  • Unipass Letter of Authority

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£10 per user per month + VAT


Integrate with unlimited sources and unlock access to your clients' data


Eliminate manual data entry with the copy/paste functionality


Push client into any of the following destinations:


  • Fidelity
  • Aberdeen Wrap
  • Unipass Letter of Authority


Plus:


  • Transact
  • Fundment
  • 7IM
  • Quilter
  • Aviva
  • SS&C Hubwise
  • M&G Wealth
  • Pension Lab
  • Fintegrate
  • Analyser
  • Voyant
  • FE CashCalc
  • Timeline
  • Oxford Risk
  • Mabel Insights


Research:

A Disconnected World

By the lang cat

September 2019


View report


A Fragmented World

By the lang cat

September 2022


View report


Connectivity Benchmark Report

By MuleSoft

February 2026


View report


Eliminate data rekeying

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​​​​​​​Try for free​​​​​​