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Assuming cashflow is required, the following results were found.

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.”
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.
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.
Defaqto launches integrated cashflow modelling

Financial Planning software and data provider Defaqto has added integrated cashflow modelling to its Financial Planning software Engage.
'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.
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.
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.
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.
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.
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.
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.
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.
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.
'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.
Fundment and CashCalc join forces

Platform Fundment and cashflow modeller CashCalc have teamed up to improve adviser tool integration.
Cashflow modeller FinCalc bolts on IHT modeller

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

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