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Assuming cashflow is required, the following results were found.

Defaqto to add cashflow modelling to Engage package

Financial Planning software and data provider Defaqto will bolt on a comprehensive cashflow modelling tool to its Engage Financial Planning system from next year. The new offering is in response to new research that showed advisers are being forced to...
EV adds automated MPS links to Financial Planning tool

profiling solution EVPro Invest – analysis of existing investments and creation of investment solutions EVPro Goal – a cashflow management tool with an automated stress-test feature. The modules can be used as standalone tools or in combination. There...
FE improves ESG data for advisers

their clients' attitude towards sustainability, a Sustainable Investing Questionnaire has been added into FE CashCalc, a cashflow modelling tool, and can be used as part of the onboarding process, the company said. The resulting ‘Sustainable Investing...
Many firms backing Financial Planning Week

Management PM+M Accountants Santorini Financial Planning Shaw Gibbs Smith & Pinching SpringGen Advice Prestwood Truth cashflow modelling software Robson Laidler Thanks Wealth Planning Uniq Family Wealth This year’s theme is about “busting myths” about...
CashCalc and Wealthcraft launch integration tie-up

Cashflow modelling software provider CashCalc and the new Morningstar-owned platform Wealthcraft, formerly Premium, have launched two way integration via an API to improve connectivity and save Financial Planners time. The new connector was mainly...
Parmenion to acquire Planner’s £1.9bn MPS firm

for adviser firms, mainly through MPSs (Managed Portfolio Service) and DFMs (Discretionary Fund Manager). It also offers cashflow modelling software and ESG portfolios. EBI was founded by Financial Planner and entrepreneur Craig Burgess FPFS who is CEO...
'Coaching clients is best part of the job' say Planners

Planners said the highlight of their working day was providing bespoke options to their clients and 9% revealed that using cashflow modelling was the most enjoyable part of offering advice. Sarah Lord, President of the Personal Finance Society, said:...
Fundment and CashCalc join forces

Platform Fundment and cashflow modeller CashCalc have teamed up to improve adviser tool integration. Existing users of both can now open a client account on the Fundment platform from CashCalc. Fundment claimed that this was the first connection of its...
Cashflow modeller FinCalc bolts on IHT modeller

Cashflow and DB transfer software provider FinCalc has added an inheritance tax modeller for Financial Planners. Data can be inputted into the modeller via the Client Portal or an integrated back-office system. Fincalc said the new modeller would help...
Old Mill expands with South West deal

full in-house finance team. The firm provides outsourced financial services, including back office finance team functions, cashflow management, consultancy and payroll. {loadposition hidden2} Alison Smith used to work at Old Mill, while Kevin Smith’s...
Moneyinfo adds white labelled onboarding app

capabilities, saving significant amounts of adviser and client time - as well as providing better data to improve cashflow planning.” Tessa Lee, manading director of moneyinfo, said: “There’s much talk about hybrid advice but what Moneyinfo really does...
FinCalc adds two-way integration with Iress Xplan

FinCalc has developed two-way integration for its cashflow and DB transfer software with Financial Planning and wealth management software solution Iress Xplan. The two-way integration eliminates the need for data rekeying, lowering risk and saving...
7 in 10 advice firms have increased tech spend

client demand. More than half (56%) said technology has provided a smoother or simpler advice journey for their clients. Cashflow planning tools were the most widely implemented (45%), followed by improvements to client portals (30%), risk profiling...
Dynamic Planner hires new MD for European expansion

France, Germany, Italy, Spain and Belgium. The company aims to localise its functionality including: reviews, goal based cashflow planning and suitability reporting to provide one Financial Planning system to European clients. Ben Goss, CEO, Dynamic...
Editor’s Column: Why the ‘John Lewis’ model is taking off

firms who have gone for employee ownership are the more ‘purist’ Financial Planning firms who embrace strategies such as cashflow modelling, fee-based advice with transparent fees and financial plans, very close relationships with clients and more of a...
Ex-Voyant veteran Freeman backs fintech start-up

Industry veteran Bob Freeman, the former chief operating officer and launch director of cashflow modeller Voyant in the UK, is to invest in a fintech which aims to give accountants more ability to offer Financial Planning services. Mr Freeman retired...
Fintech FE fundinfo acquires Fundsquare

and financial advisers. FE fundinfo has acquired numerous firms around the world in recent years including, last year, UK cashflow modelling software firm CashCalc. Last year it also acquired Australian firm Zenith Group in a deal which included...
FE DFM adds responsible investment reports

for the retirement market. Parent company FE fundinfo made a number of acquisitions last year including Financial Planning cashflow modeler CashCalc, Danish fund data and technology company FundConnect, and Australian technology firm Zenith Group in a...
Financial Planning set for ‘golden age’

Curo CRM) and beefed up Target Market Product and Platform Research. Dynamic Planner provides Financial Planning and cashflow software. It is used by managers to risk profile or target more than £250bn of investments. {loadmoduleid 444}
Fintel returns to positive net cash position after re-focus

Fintech and support services firm Fintel - the owner of SimplyBiz - has returned to positive net cashflow helped by the sale of non-core businesses in 2021. The firm reported a net debt of £19.4m in 2020. The fintech’s net cash position for the year...

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