Transact reveals Voyant cashflow modelling agreement

Transact has announced it has added Voyant software integration to the cash flow modelling integrations it already has in place.

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Chartered Financial Planner strikes deal for cashflow tool

A cashflow modelling software firm created by a Chartered Financial Planner has struck a deal with a business offering support services for advisers.

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PFS chief: Cashflow modelling a good tool where ‘appropriate’

Cashflow modelling is an extremely good tool where ‘appropriate’, the Personal Finance Society’s chief executive says.

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Cashflow modelling expert says cashflow model NOT essential

A Chartered Financial Planner who built his own cashflow modelling software, which now has 4,000 users, says cashflow modelling is not essential to Financial Planning.

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