How To: Set Up CashCalc

Adviser Cloud is happy to launch a new integration with CashCalc!

To get an integration set up, you must first have a license with Adviser Cloud and CashCalc.

To find out more about Adviser Cloud, Click here: 


To set up the integration you must follow the following process:

Open the Settings Tab → Integrations →Press Install on CashCalc.


You will then be prompted to enter your CashCalc credentials:


Once they have been entered, your integration is now set up and now when you go to a client, you can now launch CashCalc from the Actions Menu.

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