Why cashflow modelling is essential for Financial Planners

Financial Planners are increasingly turning to cashflow modelling tools to help them be more efficient and accurate.

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Cashflow modelling should be a ‘guide in uncertain world’

Delegates at the PFS Forces event in London this afternoon heard how Financial Planners using cashflow modelling should be “guides in an uncertain world.”

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Mark Harman: Financial Planners must look at the bigger picture

Regardless of a client’s personal circumstances, they are likely to have concerns about their financial future.  As such, when clients seek financial advice for the first time, often their primary focus is on receiving guidance on how to invest money wisely, ensuring they get good returns for years to come.

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CashCalc revamps offering and launches new tool

Cashflow planning software firm CashCalc has unveiled a revamp of its offering and has launched a new tool.

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