Fintech to launch 'revolutionary' cash flow tool upgrade

Financial Planning fintech firm Dynamic Planner is to launch what it calls a “revolutionary” cashflow tool upgrade later this year.

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CashCalc tops 12,000 users for cashflow tool

CashCalc, the cashflow planning software firm set up by a Chartered Financial Planner, has topped 12,000 registered account holders and £100bn funds under calculation.

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Cashflow software firm doubles user numbers to 10,000

CashCalc, the cashflow planning software firm set up by a Chartered Financial Planner, has topped 10,000 registered account holders - doubling numbers in 18 months.

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National IFA firm moves to cashflow modelling

National wealth manager Ascot Lloyd, which employs more than 100 advisers, has adopted Financial Planning-style cashflow modelling to provide a better analysis of clients’ financial circumstances.

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