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Assuming cashflow is required, the following results were found.

  • Voyant adds real-time client data from Moneyhub

    Financial Planning and cashflow modelling software provider Voyant is to use data platform Moneyhub’s open banking and open finance APIs throughout its adviser systems.

    https://www.financialplanningtoday.co.uk/news/item/16249-voyant-adds-real-time-client-data-from-moneyhub

  • FE launches Cashcalc-Analytics integration

    Fintech FE fundinfo has launched an integration link between its cashflow modelling software Cashcalc and its investment stats service FE Analytics.

    https://www.financialplanningtoday.co.uk/news/item/16130-fe-launches-cashcalc-analytics-integration

  • Fintel hunts for acquisitions as Davy steps down

    Ken Davy, chairman of fintech Fintel, is to step down as planned as chairman of the company at its AGM today.

    https://www.financialplanningtoday.co.uk/news/item/16036-fintel-hunts-for-acquisitions-as-davy-steps-down

  • ‘Seismic shift’ predicted in dividend pay-outs

    Investment markets are moving into a new “golden age” of strong dividend returns, according to a global equities investment manager.

    https://www.financialplanningtoday.co.uk/news/item/15992-seismic-shift-predicted-in-dividend-pay-outs

  • CISI launches Paul Etheridge Financial Planning Award

    The CISI, the professional body for Certified Financial Planners, has launched an award in memory of the ‘godfather’ of Financial Planning, Paul Etheridge.

    https://www.financialplanningtoday.co.uk/news/item/15972-cisi-launches-paul-etheridge-financial-planning-award

  • Intelliflo adds integral cashflow modelling

    Adviser fintech and back office provider Intelliflo has added cashflow modelling and planning capabilities to its core Intelliflo Office system.

    https://www.financialplanningtoday.co.uk/news/item/15959-intelliflo-adds-integral-cashflow-modelling

  • Cooper Parry buys third London Financial Planner

    Cooper Parry Wealth has acquired London-based Financial Planning firm Future Perfect as it continues its recent acquisition drive.

    https://www.financialplanningtoday.co.uk/news/item/15865-cooper-parry-buys-third-london-financial-planner

  • Davy to step down as Fintel chair

    Ken Davy, the founder of Fintel - the financial fintech and support services firm which owns SimplyBiz and Defaqto - is to step down as chair in May.

    https://www.financialplanningtoday.co.uk/news/item/15805-davy-to-step-down-as-fintel-chair

  • Bravura plans to downsize UK offices

    Fintech and platform engine provider Bravura Solutions plans to downsize its UK offices as part of a global cost-cutting exercise, with some offices set to be cut altogether in Australia and New Zealand.

    https://www.financialplanningtoday.co.uk/news/item/15748-bravura-plans-to-downsize-uk-offices

  • Fintel reports 4% revenue growth

    Fintech and support services firm Fintel reported a 4% rise in total revenue growth in 2022 despite what it termed “the challenging macroeconomic climate.”

    https://www.financialplanningtoday.co.uk/news/item/15591-fintel-reports-4-revenue-growth

  • Dynamic Planner partners with Quilter Financial Planning

    Financial Planning software firm Dynamic Planner has tied up up a deal which will see its system used by Quilter Financial Planning advisers.

    https://www.financialplanningtoday.co.uk/news/item/15558-dynamic-planner-partners-with-quilter-financial-planning

  • FinCalc launches Planning software link with Plannr

    Financial Planning software firm FinCalc has launched an extension to integrate with new customer relationship management (CRM) software solution Plannr.

    https://www.financialplanningtoday.co.uk/news/item/15538-fincalc-launches-planning-software-link-with-plannr

  • Defaqto launches integrated cashflow modelling

    Financial Planning software and data provider Defaqto has added integrated cashflow modelling to its Financial Planning software Engage.

    https://www.financialplanningtoday.co.uk/news/item/15527-defaqto-launches-integrated-cashflow-modelling

  • 'Godfather of UK Financial Planning' dies at 83

    Paul Etheridge MBE, founder of the Institute of Financial Planning (IFP), has died aged 83 at his home near Cheltenham.

    https://www.financialplanningtoday.co.uk/news/item/15526-godfather-of-uk-financial-planning-dies-at-83

  • O&M adds DB transfer analysis service

    Financial Planning and DB software provider O&M Pension Solutions has launched a service to help adviser with retrospective DB transfer analysis.

    https://www.financialplanningtoday.co.uk/news/item/15494-o-m-adds-db-transfer-analysis-service

  • Parmenion adds RBC Brewin and Morningstar portfolios

    Parmenion has added DFM portfolios from wealth manager RBC Brewin Dolphin and investment manager Morningstar to its adviser platform.

    https://www.financialplanningtoday.co.uk/news/item/15481-parmenion-adds-rbc-brewin-and-morningstar-portfolios

  • Defaqto to add cashflow modelling to Engage package

    Financial Planning software and data provider Defaqto will bolt on a comprehensive cashflow modelling tool to its Engage Financial Planning system from next year.

    https://www.financialplanningtoday.co.uk/news/item/15428-defaqto-to-add-cashflow-modelling-to-engage-package

  • EV adds automated MPS links to Financial Planning tool

    Financial software provider EV has added automated links to risk-rated model portfolio ranges for its EVPro Financial Planning tool for advisers.

    https://www.financialplanningtoday.co.uk/news/item/15371-ev-adds-automated-mps-links-to-financial-planning-tool

  • FE improves ESG data for advisers

    Investment fund data provider FE fundinfo has added new ESG features to its FE Analytics and FE CashCalc services to give financial advisers more information when choosing sustainable investments.

    https://www.financialplanningtoday.co.uk/news/item/15244-fe-improves-esg-data-for-advisers

  • Many firms backing Financial Planning Week

    Many Financial Planning firms are taking part in this week’s Financial Planning Week annual campaign to promote the benefits of Financial Planning.

    https://www.financialplanningtoday.co.uk/news/item/15153-many-firms-backing-financial-planning-week

Results 21 - 40 of 398
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