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Assuming cashflow is required, the following results were found.

Rosemount Financial Solutions partners with 7IM

available, as well as a range of client engagement tools and materials, including an app-based client portal and free cashflow modelling. Intermediaries will also be able to take advantage of 7IM’s retirement income service, which assists with setting...
Intellifo links with fintech to launch generative AI

of the industry will be transformed through the implementation of Artificial Intelligence.” Last year Intelliflo added cashflow modelling and planning capabilities to its core Intelliflo Office system. Aveni said its AI platform has been purpose-built...
Saltus adds FinCalc digital Planning tools

to achieve the best Financial Planning outcomes.” FinCalc will also provide an array of Financial Planning tools including cashflow modelling, retirement modelling, inheritance tax planning, and a suite of financial calculators. {loadposition hidden2}...
Timeline unveils adviser platform with 0.15% fee

of client assets. The platform will have a number of tools including a Customisable Factfind, Risk Profiler, Cashflow, Investment Analytics, Modular Reporting, Digital Onboarding Suite (including KYC/AML, Digital Letters-of-Authority), and Client Portal...
Plannr integrates with Söderberg and Selectapension

and a partnership with platform provider Seccl announced in November. Meanwhile, Selectapension said it had integrated its cashflow tool with Plannr’s CRM to increase speed and efficiencies for planners carrying out cashflow analyses. It said the...
Chartered Planner launches advice service for ‘TikTok’ generation

Financial Planner who will work with them to create a personalised life plan. They will receive advice on tax planning and cashflow modelling and get annual ‘check-in’ reviews and can contact their planner at any time. {loadposition hidden2} Clients...
SimplyBiz offers Defaqto Engage free to member firms

member firm. Defaqto claims the Engage ‘end-to-end’ system is used by a third of UK financial advisers. It includes cashflow planning, client risk and ESG, portfolio design, product research, retirement income and pension switching, along with...
GBST adds enhanced modelling to WealthConnect

to its cloud-based solution for Financial Planners, WealthConnect. The enhanced modelling enables advisers to create cashflow, tax, and overall wealth projections and compare different scenarios. The outputs are integrated directly into the ‘advice...
Defaqto expands Engage as ‘all in one’ Planning package

of tools so advisers can access everything they need for their entire Financial Planning process – from risk profiling and cashflow modelling to pension, product, and platform switching, all in one place.” {loadmoduleid 444}
ValidPath launches £100,000 loan facility for ARs

said the facility maximises the cash available for the business during its transition period and supports the firm’s cashflow by aligning the repayment schedule to its future revenue. Angus MacNee, chief executive of ValidPath said: “An IFA proposition...
Column: Has planning failed? A former planner's view

world; however I will set out my argument. Technology has made many things easier for planners whether producing lifetime cashflows, producing quality reports or assessing suitable products and investments. All are now easier than the sometimes...
Editor’s Comment: The generation game

a key role in helping all members of a family manage their money as best as possible over the long term to ensure that the cashflow ‘balance sheet’ really does balance. It’s positive that in recent times more Financial Planners are advising several...
FinCalc adds goals tools to Cashflow software

Fintech FinCalc has added a tool which will provide cashflow and retirement goals to its Cashflow product. The tool will enable Financial Planners to look at cashflow and retirement goals and offers various solutions to help clients achieve their...
NextWealth predicts ‘seismic shift’ in advice firms' structures

and will build their own links in the system of record to support the system of engagement, which includes client portal, cashflow modelling and risk profiler." She said the system of engagement will either be bespoke built or heavily tailored to suit...
Chartered Financial Planner launches East Anglia firm

firm, Liora Wealth. The new firm will offer full Financial Planning with a strong emphasis on goals-based planning and cashflow modelling. Ms Lucas said Liora Wealth will utilise technology to enable the focus to be on spending quality time with...
7 in 10 advisers expect clients to delay retirement

This was also leading to advisers reassessing how they deliver retirement advice with 54% expecting to make greater use of cashflow planning and 23% of advice firms saying they need to make changes to their retirement income investment strategy....
Women’s advice firm expands nationwide

Diamond based in Glasgow. {loadposition hidden2} The team offer wealth and estate planning, tax and accountancy guidance, cashflow planning and protection. They also offer investment advice, with a specialism in ethical investing. Founder, Lesley...
Quilter adds app hub to platform

for human error. the company said. Advisers using the Quilter platform will be able to have direct access to financial cashflow modelling software Voyant, which will connect to real time data. Quilter has asked advisers to talk to their platform team...
Planners younger and more ambitious than advisers

18% of advisers). 17% plan to grow by acquisition (compared to 9% of advisers). Financial Planners were early adopters of cashflow modelling which remains one of the key distinguishing factors, according to NextWealth. Some 54% of planners used cashflow...
PlanHappy to launch adviser platform

also developing an adviser portal. The team is also building analysis software, and has longer-term plans to incorporate cashflow modelling tools. The platform will be connected via Seccl’s API. PlanHappy was founded by Neil Parker of north-east-based...

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