207tec和FinCalc伙伴简化财务规划,提高准确性和效率。 Twenty7tec and FinCalc partner to streamline financial planning, enhancing accuracy and efficiency.

207tec和FinCalc合作,精简了顾问和客户的财务规划。 Twenty7tec and FinCalc have partnered to streamline financial planning for advisers and clients. 通过将207Tec客户关系管理系统与FinCalc的财务规划软件整合,顾问现在可以很容易地传输客户数据,减少人工输入,并提高财务计划的准确性。 By integrating Twenty7tec's CRM system with FinCalc's financial planning software, advisers can now easily transfer client data, reducing manual entry and improving the accuracy of financial plans. 这一协作旨在节省时间,加强决策,并提供更好的、个性化的建议。 This collaboration aims to save time, enhance decision-making, and provide better, personalized advice.