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.

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FinCalc adds LTA to cashflow modeller

Financial Planning software suite FinCalc has added lifetime allowance (LTA) functionality to its cashflow modeller.

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Dynamic Planner launches new cashflow tool

Financial Planning fintech Dynamic Planner has today launched a new cashflow modelling tool. 

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CashCalc cashflow to integrate with Hubwise

CashCalc, the cashflow planning software, is to develop a two-way integration with Hubwise, the multi-asset investment platform.

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