We’re committed to making the lives of advisers and their administrators easier by removing unnecessary manual processes and delivering smarter solutions. That’s why we’re excited to announce that ZeroKey is now live with Pension Lab’s LoA 2.0 service!
This latest integration helps advisers and their teams reduce time spent on processing Letters of Authority (LoAs) while increasing client data accuracy – enabling them to focus on what matters most.
By connecting with platforms such as Xplan, Curo 3, Intelliflo, Fundment, and FinCalc (and more to come!), this integration streamlines data movement, eliminating the need for rekeying and ensuring data is transferred securely and efficiently.
A Smarter Way to Handle LoAs:
- Less time on repetitive tasks
- No more rekeying
- Better data quality
- More time to focus on what you do best
A Commitment to Smarter, Faster, and More Efficient LoAs
Speaking about the integration, Scott Phillips, CEO of Pension Lab, said:
“We’re always looking for ways to push the boundaries of efficiency and automation for financial advisers. Our integration with ZeroKey is another step towards making LoAs as seamless and effortless as possible, cutting down time spent on manual data entry.”
Joseph Williams, CEO of ZeroKey, added:
“Our mission with ZeroKey is to eliminate manual data entry, which helps save time and retain data integrity. The ‘quick action’ which has been built into Pension Lab’s LoA 2.0 service is a positive step towards achieving this. Ultimately, it reduces the effort of adding a client down to a single click of the mouse.”
Watch how the ZeroKey + Pension Lab integration works: Watch the video
Another step towards smarter, faster, and more efficient LoAs. 🚀
For more information, visit www.zerokey.tech.