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Assuming cashflow is required, the following results were found.

FinCalc revamps client portal

Cashflow and DB transfer software provider FinCalc has launched a new client portal for communication between adviser and client. The FinCalc Client Portal enables Financial Planners and clients to communicate securely and share information online. It...
CashCalc adds gross cashflow modeller

Financial Planning software firm CashCalc has launched a gross cashflow modeller which accounts for tax calculations. The tool sits alongside the firm's existing net cashflow tool. The new ‘Cashflow Modeller (Gross)’ tool allows Financial Planners to...
Tech firm launches “game-changing” Planning software

'Risk' addresses the client’s attitude to risk for income and growth, as well as appetite for ESG. 'Goal' approaches cashflow planning, including capability for loss. 'Invest' tackles portfolio risk assessment, switching and replacement business....
LV= chair to quit after private equity deal rejected

on IT modernisation, business operational improvements, product development and customer service funded from operating cashflows for LV=. • This is a developing story. Check back for updates. {loadmoduleid 444}
Sandringham to partner with Cashcalc cashflow

Financial Planning firm Sandringham Financial Partners, recently acquired by M&G Wealth, is to partner with cashflow tool provider Cashcalc. Cashcalc will provide onboarding, integration and cashflow modelling software to Sandringham’s financial...
Intelliflo replaces i4C with new cashflow tool

Adviser fintech and back office provider Intelliflo is to replace its i4C cashflow planning tool with a 'powerful' new cashflow tool. Intelliflo says its new tool, called intelliflo planning, has been “built by Financial Planners and Paraplanners.” i4C...
Former IFP President pens book on wealth transfer

Financial Planning firm she founded called UNIQ Family Wealth. Ms Outrim was an early adopter of Financial Planning and cashflow modelling and has been an advocate for Financial Planning for many years. She started writing the book 18 months ago as more...
Planners on health benefits of regular planning

discussed managing wealth, especially around pensions planning and plotting the best way to drawdown. “In my experience cashflow modelling has been a massive help.” Martin Bamford, said that his team at Informed Choice often hear from clients that the...
Financial Planner moves to 4 day week

well lived.” Ms Outrim, who has 30 years experience in the profession, was an early adopter of Financial Planning and cashflow modelling and has been an advocate for Financial Planning for many years. She has also written a book titled Cascading Wealth,...
Business as usual 'not an option' says LV=

on IT modernisation, business operational improvements, product development and customer service funded from operating cashflows for LV= should the deal go ahead. However, critics have warned that widespread redundancies at LV= are possible....
LV= chair attacks Royal London intervention

on IT modernisation, business operational improvements, product development and customer service funded from operating cashflows for LV= should the deal go ahead. However critics have warned that widespread redundancies at LV= are possible. Bain said...
Bain outlines plans for takeover target LV=

on IT modernisation, business operational improvements, product development and customer service funded from operating cashflows for LV= should the deal go ahead. Bain said its deal with the provider was necessary to ensure the long-term financial...
Nearly 1,000 attend PFS Conference online

hear from Just’s Graham Duffy about the growing care funding crisis, will see a trio of practitioners discuss the role of cashflow planning in Financial Planning and will hear a review of tax and pensions and theopportunities for planner's clients from...
FE fundinfo acquires Down Under fintech

research and ratings firm. FE fundinfo has recently been on the acquisition trail and in the past year has acquired CSSP, cashflow modeller CashCalc and FundConnect. The firm says the deal brings together two leading investment research and fund ratings...
IWP snaps up Hants Financial Planner

{loadposition hidden2} It offers a range of Financial Planning services and focuses on lifestyle Financial Planning, using cashflow modelling tools with clients. Mr Courage, co-founder and director at Encompass, said: “We are really excited about the...
Editor’s Column: Why Planning is more than numbers

There is a lot more to Financial Planning than adding up numbers or inputting data into a cashflow modeller. I was reminded of this fact, one which marks out Financial Planning as a distinct and different profession, with a story we’ve run this week. A...
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...

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