Why cashflow modelling is essential for Financial Planners
- Friday, 14 June 2019
- Articles
Financial Planners are increasingly turning to cashflow modelling tools to help them be more efficient and accurate.
Read more...Tilney adopts new DB pensions review fintech
- Tuesday, 11 June 2019
- Articles
Fintech and regtech firm Money Alive has revealed Tilney is the latest firm to adopt its Adviser Portal product to use as part of their Defined Benefit (DB) pension review process.
Read more...Dynamic Planner Elements launches to UK Financial Planners
- Thursday, 06 June 2019
- Articles
Dynamic Planner Elements has launched today to advice firms based across the UK.
Read more...PlanPlus launches new Financial Planning fintech tool
- Wednesday, 05 June 2019
- Articles
PlanPlus Global has launched its new Financial Planner-focused fintech tool SuitabilityPro: FinaMetrica Profiler.
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