Tag: Cashflow modelling

The UK advice sector is reaching a turning point as long-standing operating models struggle to keep pace with regulatory pressure, shifting client expectations and...

FE fundinfo has taken a significant step in transforming financial planning for advisers by combining its cashflow planning solution, FE CashCalc, with its portfolio analysis tool, FE Analytics, on its Nexus platform.

Timeline, an end-to-end financial planning platform, has proudly announced its recent accomplishments in the finance industry.

Cashflow modelling start-up i4C has formed a partnership with Intelliflo, a supplier of specialist online software for financial planners and mortgage advisers.