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Assuming cashflow is required, the following results were found.

Moneyinfo adds white labelled onboarding app

capabilities, saving significant amounts of adviser and client time - as well as providing better data to improve cashflow planning.” Tessa Lee, manading director of moneyinfo, said: “There’s much talk about hybrid advice but what Moneyinfo really does...
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. The two-way integration eliminates the need for data rekeying, lowering risk and saving...
7 in 10 advice firms have increased tech spend

client demand. More than half (56%) said technology has provided a smoother or simpler advice journey for their clients. Cashflow planning tools were the most widely implemented (45%), followed by improvements to client portals (30%), risk profiling...
Dynamic Planner hires new MD for European expansion

France, Germany, Italy, Spain and Belgium. The company aims to localise its functionality including: reviews, goal based cashflow planning and suitability reporting to provide one Financial Planning system to European clients. Ben Goss, CEO, Dynamic...
Editor’s Column: Why the ‘John Lewis’ model is taking off

firms who have gone for employee ownership are the more ‘purist’ Financial Planning firms who embrace strategies such as cashflow modelling, fee-based advice with transparent fees and financial plans, very close relationships with clients and more of a...
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. Mr Freeman retired...
Fintech FE fundinfo acquires Fundsquare

and financial advisers. FE fundinfo has acquired numerous firms around the world in recent years including, last year, UK cashflow modelling software firm CashCalc. Last year it also acquired Australian firm Zenith Group in a deal which included...
FE DFM adds responsible investment reports

for the retirement market. Parent company FE fundinfo made a number of acquisitions last year including Financial Planning cashflow modeler CashCalc, Danish fund data and technology company FundConnect, and Australian technology firm Zenith Group in a...
Financial Planning set for ‘golden age’

Curo CRM) and beefed up Target Market Product and Platform Research. Dynamic Planner provides Financial Planning and cashflow software. It is used by managers to risk profile or target more than £250bn of investments. {loadmoduleid 444}
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. The firm reported a net debt of £19.4m in 2020. The fintech’s net cash position for the year...
FinCalc revamps client portal

Cashflow and DB transfer software provider FinCalc has launched a new client portal for communication between adviser and client. The FinCalc Client Portal enables Financial Planners and clients to communicate securely and share information online. It...
CashCalc adds gross cashflow modeller

Financial Planning software firm CashCalc has launched a gross cashflow modeller which accounts for tax calculations. The tool sits alongside the firm's existing net cashflow tool. The new ‘Cashflow Modeller (Gross)’ tool allows Financial Planners to...
Tech firm launches “game-changing” Planning software

'Risk' addresses the client’s attitude to risk for income and growth, as well as appetite for ESG. 'Goal' approaches cashflow planning, including capability for loss. 'Invest' tackles portfolio risk assessment, switching and replacement business....
LV= chair to quit after private equity deal rejected

on IT modernisation, business operational improvements, product development and customer service funded from operating cashflows for LV=. • This is a developing story. Check back for updates. {loadmoduleid 444}
Sandringham to partner with Cashcalc cashflow

Financial Planning firm Sandringham Financial Partners, recently acquired by M&G Wealth, is to partner with cashflow tool provider Cashcalc. Cashcalc will provide onboarding, integration and cashflow modelling software to Sandringham’s financial...
Intelliflo replaces i4C with new cashflow tool

Adviser fintech and back office provider Intelliflo is to replace its i4C cashflow planning tool with a 'powerful' new cashflow tool. Intelliflo says its new tool, called intelliflo planning, has been “built by Financial Planners and Paraplanners.” i4C...
Former IFP President pens book on wealth transfer

Financial Planning firm she founded called UNIQ Family Wealth. Ms Outrim was an early adopter of Financial Planning and cashflow modelling and has been an advocate for Financial Planning for many years. She started writing the book 18 months ago as more...
Planners on health benefits of regular planning

discussed managing wealth, especially around pensions planning and plotting the best way to drawdown. “In my experience cashflow modelling has been a massive help.” Martin Bamford, said that his team at Informed Choice often hear from clients that the...
Financial Planner moves to 4 day week

well lived.” Ms Outrim, who has 30 years experience in the profession, was an early adopter of Financial Planning and cashflow modelling and has been an advocate for Financial Planning for many years. She has also written a book titled Cascading Wealth,...
Business as usual 'not an option' says LV=

on IT modernisation, business operational improvements, product development and customer service funded from operating cashflows for LV= should the deal go ahead. However, critics have warned that widespread redundancies at LV= are possible....

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