Assuming cashflow is required, the following results were found.

  • Redmayne Bentley boosts Planning team with new hire

    a number or areas including inheritance tax and estate planning, retirement planning and tax efficient investing. It uses cashflow modelling to help “bring plans to life,” the firm said. {loadposition hidden2} Ms Vaccaro’s role will include driving...

  • P1 adds client onboarding and servicing portal

    Investor Risk profile and a specific Objectives-based risk profile; Service Level and Suitability Report acceptance; and Cashflow Modelling, Suitability Report Writer and Annual Review Generator (including drawdown reviews). The portal is a two-way...

  • Prestwood launches cashflow fact find portal

    launched a portal which it says will allow Financial Planners to capture the data needed to produce a detailed lifelong cashflow model for their clients. The new cashflow fact find portal will be available to users of the firm’s Truth cashflow planning...

  • Ilana Miller: Can Gestalt help close the advice gap?

    Planners provide the services they want to deliver. More firms now want to offer services such as full holistic planning, cashflow and financial coaching and education as standard to all clients but find, due to cost, they would need to disengage with...

  • Budget: Planners expect 'complex advice' demand to rise

    spending, with pensions being used for passing on wealth. This strategy could be turned on its head. A change to plans and cashflow forecasts may be necessary. "I can see trust based whole-of-life and gifting strategies becoming a bigger focus going...

  • Intelliflo adds 300 ‘customer-led’ updates

    each aimed at improving user experience and adviser efficiency.” The updates have also enhanced client portals and cashflow planning tools. Advisers participate in monthly solution webinars to share feedback and stay informed on new updates. Intelliflo...

  • Platform engine Bravura returns to profit

    and M&G Wealth. The board decided not to declare a dividend as the company continues to stabilise and generate free cashflow. {loadposition hidden2} Bravura is also the lead firm behind Pensions Dashboards Week, which will return in September, with...

  • Selectapension adds MPS data feed

    software firm Selectapension has added a managed portfolio service (MPS) data feed within its pension, investment and cashflow tools. The new data feed will enable multiple MPS, DFMs and funds within one investment proposition to determine availability...

  • Cashflow modeller Voyant pairs with Oxford Risk

    Financial Planning and cashflow modelling software provider Voyant has partnered with behavioural finance firm Oxford Risk to integrate their products. The integration will be released in the third quarter of this year. It will allow the movement of...

  • Guest Column: Income Sustainability and Cash Flow questions

    raised concerns in their thematic review about retirement income advice (TR24/1) using standard withdrawal rates and cashflow modelling (CFM) when demonstrating income sustainability. In its data survey, the FCA found that some firms had a standard rate...

  • Rosemount Financial Solutions partners with 7IM

    available, as well as a range of client engagement tools and materials, including an app-based client portal and free cashflow modelling. Intermediaries will also be able to take advantage of 7IM’s retirement income service, which assists with setting...

  • Intellifo links with fintech to launch generative AI

    of the industry will be transformed through the implementation of Artificial Intelligence.” Last year Intelliflo added cashflow modelling and planning capabilities to its core Intelliflo Office system. Aveni said its AI platform has been purpose-built...

  • Saltus adds FinCalc digital Planning tools

    to achieve the best Financial Planning outcomes.” FinCalc will also provide an array of Financial Planning tools including cashflow modelling, retirement modelling, inheritance tax planning, and a suite of financial calculators. {loadposition hidden2}...

  • Timeline unveils adviser platform with 0.15% fee

    of client assets. The platform will have a number of tools including a Customisable Factfind, Risk Profiler, Cashflow, Investment Analytics, Modular Reporting, Digital Onboarding Suite (including KYC/AML, Digital Letters-of-Authority), and Client Portal...

  • Plannr integrates with Söderberg and Selectapension

    and a partnership with platform provider Seccl announced in November. Meanwhile, Selectapension said it had integrated its cashflow tool with Plannr’s CRM to increase speed and efficiencies for planners carrying out cashflow analyses. It said the...

  • Chartered Planner launches advice service for ‘TikTok’ generation

    Financial Planner who will work with them to create a personalised life plan. They will receive advice on tax planning and cashflow modelling and get annual ‘check-in’ reviews and can contact their planner at any time. {loadposition hidden2} Clients...

  • SimplyBiz offers Defaqto Engage free to member firms

    member firm. Defaqto claims the Engage ‘end-to-end’ system is used by a third of UK financial advisers. It includes cashflow planning, client risk and ESG, portfolio design, product research, retirement income and pension switching, along with...

  • GBST adds enhanced modelling to WealthConnect

    to its cloud-based solution for Financial Planners, WealthConnect. The enhanced modelling enables advisers to create cashflow, tax, and overall wealth projections and compare different scenarios. The outputs are integrated directly into the ‘advice...

  • Defaqto expands Engage as ‘all in one’ Planning package

    of tools so advisers can access everything they need for their entire Financial Planning process – from risk profiling and cashflow modelling to pension, product, and platform switching, all in one place.” {loadmoduleid 444}

  • ValidPath launches £100,000 loan facility for ARs  

    said the facility maximises the cash available for the business during its transition period and supports the firm’s cashflow by aligning the repayment schedule to its future revenue. Angus MacNee, chief executive of ValidPath said: “An IFA proposition...

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