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Assuming cashflow is required, the following results were found.

Younger Planners driving tech change

was followed by client engagement tools such as e-signatures and client portals (22%), Financial Planning software such as cashflow modelling solutions (19%), and back office systems (10%). During the Coronavirus pandemic lockdowns, three quarters of...
Editor’s Column: Why care is king for older clients

lift is a gift to be celebrated and should not be seen as a threat to the economy but it needs careful financial handling. Cashflow modelswill need to be extended to 100 or more and with this will come a need to assess long term care and social care...
FE fundinfo snaps up cashflow firm CashCalc

Fund data and tech company FE fundinfo has acquired Financial Planning cashflow modeller CashCalc. CashCalc was set up by Chartered Financial Planner Ray Adams, chairman of Niche IFA, in South Wales, in 2014. Following the acquisition, for an...
XPS waives SIPP and SSAS commercial property fee

April 2022. The move is designed to help advised SIPP and SSAS clients generate funds back into their business and improve cashflow to recover from the impacts of the Coronavirus pandemic. {loadposition hidden2} The fee is usually between £890 and £965...
New Financial Planning technology here to stay - survey

events even after the pandemic ends. {loadposition hidden2} Over half (56%) of advisers surveyed by the provider said cashflow modelling tools would help improve their ability to manage customer outcomes, while better integration of back-office...
Succession adds sports and entertainment advice arm

financially independent, while steering them away from costly errors that can derail their finances.” The service uses cashflow modelling technology to forecast finances and provide a visual guide to possible future outcomes. The team includes several...
Fintech buys cashflow modeller Voyant for £104m

US wealth management fintech AssetMark Financial Holdings has acquired cashflow modelling software firm Voyant in a £104m deal. Voyant provides Financial Planning and client digital engagement tools to 20,000 advisers and companies in the UK, Canada,...
LIBF launches new retirement planning qualification

needs and aspirations for when they want to retire, examining a client’s current financial position, understanding cashflow tools and management, considering the options for later life and inheritance tax planning and analysing estate planning. As a...
FinCalc integrates with Intelligent Office

Cashflow and DB transfer software provider FinCalc has developed a two-way integration with back-office software Intelligent Office from Intelliflo. Users of the two systems can now transfer their clients’ personal and financial information between the...
Prestwood launches free cashflow tool for consumers

Financial Planning software provider Prestwood has unveiled a consumer cashflow modelling tool. The company says the new tool is aimed at consumers who cannot afford Financial Planning or are not yet aware of the benefits it offers. The provider of...
Only 1 in 3 advisers use cashflow tools with all clients

Only one in three financial advisers use cashflow modelling tools with all clients and less than half use it at lifetime 'milestone' moments. Despite the relatively low usage almost three-quarters of advisers say cashflow modelling tools are important...
FinCalc adds LTA to cashflow modeller

Financial Planning software suite FinCalc has added lifetime allowance (LTA) functionality to its cashflow modeller. DB transfer specialist O&M Pension Solutions extended its product range with the launch of the new Financial Planning software suite in...
Selectapension acquired by Canadian software group

pensions and investments planning for Financial Planners and Paraplanners. Its range of tools includes pension switching, cashflow and drawdown strategies, investment switching, and defined benefit transfer. Selectapension’s acquisition is the first in...
Nicola Watts: Why Power of Attorney advice is vital

all aspect of a client’s financial life. It’s not just limited to pensions and investments. It goes further than just cashflow modelling. It’s about making sure that they are set up for the worst scenario, not just in terms of life cover, critical...
NEW: Latest Financial Planning Today Magazine

reveal their top tips in the magazine on the daily tech they use from morning till night, covering everything from cashflow modelling to podcasting technology. Other highlights in the UK's only publication exclusively for fee-based Financial Planners...
Dynamic Planner launches new cashflow tool

Financial Planning fintech Dynamic Planner has today launched a new cashflow modelling tool. The tool joins an increasingly crowded cashflow modelling market with rival cashflow tools from Prestwood, CashCalc, Voyant and others. Dynamic Planner says...
CashCalc cashflow to integrate with Hubwise

CashCalc, the cashflow planning software, is to develop a two-way integration with Hubwise, the multi-asset investment platform. The companies say the move should cut the need to manually re-key information between the two systems. Both also says that...
Mazars rebrands global business

hold either Certified Financial Planner (CFP) status or are Chartered Financial Planners Mazar’s Financial Planners use cashflow modelling and focus on retirement and wealth planning. The firm said that it had doubled in size over the past 10 years and...
Editor’s Column: Retirement ignorance is far from bliss

just not right. Successful retirement planning is virtually impossible without accurate forecasting of retirement income. Cashflow planning would be a boon here and I wish the whole population enjoyed access to cashflow planning tools but that’s not too...
Field exits Intelliflo in major sales reshuffle

solutions teams. {loadposition hidden2} Gareth Kerr takes the new role of head of sales proposition. He will lead the i4C Cashflow sales team and work with the customer relationship management team led by Richard Wake. Johann Koch, who joined last year...

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