What's new in ZeroKey? (July 2025)
06/08/25 · By Joseph Williams
We’re on a mission to integrate technology and eliminate manual data entry for financial advice firms. Here are some of the steps we took during July to help make this happen:
SS&C Hubwise
We are pleased to announce that a Quick Action has been built into SS&C Hubwise. This will enable you to reduce the amount of manual data entry required when creating a new investor. Find out more
Transact
When using ZeroKey to pre-populate an application within Transact, you can now select the adviser you wish to be assigned to that application, removing the need to manually key their 9-digit Transact number. Find out more
Fundment
When seeking to add a client into Fundment, rather than manually keying client data, you can now simply send the client directly from your chosen source – helping you save time and retain data integrity. Find out more
PlannrCRM
An integration with PlannrCRM is now in development and we anticipate this will be live by the end of the summer. When complete, it will enable you to select Plannr as a source and push client data into third-party applications.
Curo Power Platform
Following our integration with Curo 3 earlier this year, an integration with Power Platform is in its early stages. When complete, it will also enable you to push client data from Curo Power Platform into third-party applications.
For more information about any of these updates, or to find out more about ZeroKey, please do not hesitate to contact us. We also have a range of helpful content available to watch here.
Latest stories:
Introducing 'intelliflo zerokey'
What's new in ZeroKey? (May 2025)
Press release: moneyinfo and ZeroKey partner to accelerate data access and integrations for advisers