Transact reveals Voyant cashflow modelling agreement

Transact has announced it has added Voyant software integration to the cash flow modelling integrations it already has in place.


Chartered Financial Planner strikes deal for cashflow tool

A cashflow modelling software firm created by a Chartered Financial Planner has struck a deal with a business offering support services for advisers.


PFS chief: Cashflow modelling a good tool where ‘appropriate’

Cashflow modelling is an extremely good tool where ‘appropriate’, the Personal Finance Society’s chief executive says.


Cashflow modelling expert says cashflow model NOT essential

A Chartered Financial Planner who built his own cashflow modelling software, which now has 4,000 users, says cashflow modelling is not essential to Financial Planning.

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