Only 1 in 3 advisers use cashflow tools with all clients
- Wednesday, 06 January 2021
- Articles
![Only 1 in 3 advisers use cashflow tools with all clients](/media/k2/items/cache/2b995059806374abcad77ea74086c32d_Generic.jpg)
Only one in three financial advisers use cashflow modelling tools with all clients and less than half use it at lifetime 'milestone' moments.
Read more...FinCalc adds LTA to cashflow modeller
- Monday, 14 December 2020
- Articles
![FinCalc website](/media/k2/items/cache/525c7818e07e0195d5509efffd45f0a8_Generic.jpg)
Financial Planning software suite FinCalc has added lifetime allowance (LTA) functionality to its cashflow modeller.
Read more...Dynamic Planner launches new cashflow tool
- Tuesday, 03 November 2020
- Articles
![Dynamic Planner Cashflow Screenshot](/media/k2/items/cache/5cc9024aedf04daf3ea5d1ba56c075ee_Generic.jpg)
Financial Planning fintech Dynamic Planner has today launched a new cashflow modelling tool.
Read more...CashCalc cashflow to integrate with Hubwise
- Monday, 02 November 2020
- Articles
![Ray Adams of CashCalc](/media/k2/items/cache/d234d8b2e96584368e5e9356e9b48d48_Generic.jpg)
CashCalc, the cashflow planning software, is to develop a two-way integration with Hubwise, the multi-asset investment platform.
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