FinCalc revamps client portal
- Thursday, 20 January 2022
- Articles
Cashflow and DB transfer software provider FinCalc has launched a new client portal for communication between adviser and client.
Read more...Tech firm launches “game-changing” Planning software
- Thursday, 13 January 2022
- Articles
Technology firm EV has launched what it describes as a “game-changing” Financial Planning tool.
Read more...FinCalc launches retirement modeller tool
- Tuesday, 17 August 2021
- Articles
Cashflow and DB transfer software provider FinCalc has developed a new retirement modeller tool for Financial Planners.
Read more...Defaqto Financial Planning software adds ESG filters
- Wednesday, 10 March 2021
- Articles
Adviser data provider Defaqto has added ESG filters to its Financial Planning software Defaqto Engage.
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