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Assuming cashflow is required, the following results were found.

  • CashCalc and Wealthcraft launch integration tie-up

    Cashflow modelling software provider CashCalc and the new Morningstar-owned platform Wealthcraft, formerly Premium, have launched two way integration via an API to improve connectivity and save Financial Planners time.

    https://www.financialplanningtoday.co.uk/news/item/15043-cashcalc-and-wealthcraft-launch-integration-tie-up

  • Parmenion to acquire Planner’s £1.9bn MPS firm 

    Adviser platform Parmenion is to acquire Chartered Planner-run investment firm EBI Portfolios for an undisclosed sum.

    https://www.financialplanningtoday.co.uk/news/item/15038-parmenion-to-acquire-planner-s-1-9bn-mps-firm

  • 'Coaching clients is best part of the job' say Planners

    Financial Planners taking part in a recent Personal Finance Society poll say that coaching their clients to be more savvy about money is the most enjoyable part of being a professional in 2022.

    https://www.financialplanningtoday.co.uk/news/item/14960-coaching-clients-is-best-part-of-the-job-say-planners

  • Fundment and CashCalc join forces

    Platform Fundment and cashflow modeller CashCalc have teamed up to improve adviser tool integration.

    https://www.financialplanningtoday.co.uk/news/item/14894-fundment-and-cashcalc-join-forces

  • Cashflow modeller FinCalc bolts on IHT modeller

    Cashflow and DB transfer software provider FinCalc has added an inheritance tax modeller for Financial Planners.

    https://www.financialplanningtoday.co.uk/news/item/14661-cashflow-modeller-fincalc-bolts-on-iht-modeller

  • Old Mill expands with South West deal 

    Financial Planner and accountancy firm Old Mill has acquired Ilminster-based financial outsourcing firm Brook Financial as part of a long term drive to expand in the South West.

    https://www.financialplanningtoday.co.uk/news/item/14637-old-mill-expands-with-south-west-deal

  • Moneyinfo adds white labelled onboarding app

    Fintech Moneyinfo has added a digital fact find allowing Financial Planners to gather fact find information from clients via their own branded app.

    https://www.financialplanningtoday.co.uk/news/item/14626-moneyinfo-adds-white-labelled-onboarding-app

  • FinCalc adds two-way integration with Iress Xplan

    FinCalc has developed two-way integration for its cashflow and DB transfer software with Financial Planning and wealth management software solution Iress Xplan.

    https://www.financialplanningtoday.co.uk/news/item/14532-fincalc-adds-two-way-integration-with-iress-xplan

  • 7 in 10 advice firms have increased tech spend

    Seven in ten financial advisers have increased their technology budgets over the last year, according to a new report.

    https://www.financialplanningtoday.co.uk/news/item/14495-7-in-10-advice-firms-have-increased-tech-spend

  • Dynamic Planner hires new MD for European expansion

    Financial Planning fintech Dynamic Planner has recruited a new managing director for Europe to lead expansion on the continent.

    https://www.financialplanningtoday.co.uk/news/item/14338-dynamic-planner-hires-new-md-for-european-expansion

  • Editor’s Column: Why the ‘John Lewis’ model is taking off 

    I must confess I was sceptical when a number of Financial Planners, including employee ownership evangelist Chris Budd, began pushing the idea that employee ownership could be a viable pathway for many Financial Planning firms.

    https://www.financialplanningtoday.co.uk/k2-articles/item/14330-editor-s-column-why-the-john-lewis-model-is-taking-off

  • Ex-Voyant veteran Freeman backs fintech start-up 

    Industry veteran Bob Freeman, the former chief operating officer and launch director of cashflow modeller Voyant in the UK, is to invest in a fintech which aims to give accountants more ability to offer Financial Planning services.

    https://www.financialplanningtoday.co.uk/news/item/14265-ex-voyant-veteran-freeman-backs-fintech-start-up

  • Fintech FE fundinfo acquires Fundsquare 

    Fintech FE fundinfo is to acquire Fundsquare, a fund registration and regulatory services provider based in Luxembourg.

    https://www.financialplanningtoday.co.uk/news/item/14237-fintech-fe-fundinfo-acquires-fundsquare

  • FE DFM adds responsible investment reports

    FE Investments, the investing arm of investment data and technology provider FE fundinfo, has added a range of responsible investment reports for its managed portfolio ranges.

    https://www.financialplanningtoday.co.uk/news/item/14212-fe-dfm-adds-responsible-investment-reports

  • Financial Planning set for ‘golden age’

    The Financial Planning profession is set for a “golden age” of growth, Ben Goss, the CEO of planning fintech firm Dynamic Planner has predicted.

    https://www.financialplanningtoday.co.uk/news/item/14147-financial-planning-set-for-golden-age

  • Fintel returns to positive net cash position after re-focus

    Fintech and support services firm Fintel - the owner of SimplyBiz - has returned to positive net cashflow helped by the sale of non-core businesses in 2021.

    https://www.financialplanningtoday.co.uk/news/item/14121-fintel-returns-to-positive-net-position-after-re-focus

  • FinCalc revamps client portal

    Cashflow and DB transfer software provider FinCalc has launched a new client portal for communication between adviser and client.

    https://www.financialplanningtoday.co.uk/news/item/14085-fincalc-revamps-client-portal

  • CashCalc adds gross cashflow modeller

    Financial Planning software firm CashCalc has launched a gross cashflow modeller which accounts for tax calculations.

    https://www.financialplanningtoday.co.uk/news/item/14078-cashcalc-adds-gross-cashflow-modeller

  • Tech firm launches “game-changing” Planning software

    Technology firm EV has launched what it describes as a “game-changing” Financial Planning tool.

    https://www.financialplanningtoday.co.uk/news/item/14049-tech-firm-launches-game-changing-planning-software

  • LV= chair to quit after private equity deal rejected

    LV= chairman Alan Cook is to step down after a £530m recommended deal by a US private equity firm to take over the mutual failed to win enough support from LV= members.

    https://www.financialplanningtoday.co.uk/news/item/13938-lv-chair-to-quit-after-private-equity-deal-rejected

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