Chartered Financial Planner’s cashflow firm hits £50bn milestone

Cashflow modelling firm CashCalc announced a 54% increase in funds under calculation during the first six months of 2018

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Two Financial Planning software providers integrate with iO

Synaptic Software, the financial solutions provider, and cashflow modelling software provider CashCalc have both integrated their tools with Intelliflo’s iO (Intelligent Office) Store to provide easier swapping of data and help make the Financial Planning process more efficient.

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CashCalc ties up data integration deal with Plum Software

Cashflow modelling tool provider Cashcalc has signed a deal to provide integration with adviser back-office support firm Plum Software.

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Planner's swipe at Unbiased as he launches rival directory

A Chartered Financial Planner has accused IFA directory service Unbiased of letting down the public as he prepares to launch his own nationwide adviser directory to compete with Unbiased.

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