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Assuming cashflow is required, the following results were found.

FinCalc launches retirement modeller tool

Cashflow and DB transfer software provider FinCalc has developed a new retirement modeller tool for Financial Planners. The FinCalc Retirement Modeller enables Financial Planners to answer key retirement questions for a client or two financially linked...
FE fundinfo buys fintech FundConnect

in Denmark, for an undisclosed sum. The deal marks the latest in a number of acquisitions for FE fundinfo which acquired cashflow modelling software firm CashCalc in May. FE says the latest acquisition will combine FE fundinfo’s fund data and technology...
CashCalc launches iOS and Android app for advisers

app is available to download free from the Apple App Store and Google Play store for smartphones or tablet devices. The cashflow modelling firm says the development should help financial advisers engage better digitally with their clients. Clients who...
Free ‘prospecting’ function added to Truth cashflow tool

Cashflow modelling tool provider Truth is adding extra functionality from today allowing Financial Planners to white label their own free cashflow onboarding site for consumers. Truth says the new facility will provide a “taster” of what Financial...
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...

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