Only 1 in 3 advisers use cashflow tools with all clients
- Wednesday, 06 January 2021
- Articles
Only one in three financial advisers use cashflow modelling tools with all clients and less than half use it at lifetime 'milestone' moments.
Read more...FinCalc adds LTA to cashflow modeller
- Monday, 14 December 2020
- Articles
Financial Planning software suite FinCalc has added lifetime allowance (LTA) functionality to its cashflow modeller.
Read more...Dynamic Planner launches new cashflow tool
- Tuesday, 03 November 2020
- Articles
Financial Planning fintech Dynamic Planner has today launched a new cashflow modelling tool.
Read more...CashCalc cashflow to integrate with Hubwise
- Monday, 02 November 2020
- Articles
CashCalc, the cashflow planning software, is to develop a two-way integration with Hubwise, the multi-asset investment platform.
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