Category: Cash Flow Modelling
ECOSYSTEMS – CASHFLOW MODELLING
Software Supplier 7iM Website www.7im.co.uk Software Supplier NaviPlan by Advicent Website...
How many software systems does it take to service your clients?
How many software systems does it take to service your clients? PlanHappy believe that to improve...
Financial Planning Software – things you need to know
When selecting any software for an adviser business it is essential to have a clear understanding...
Timeline – Evidence-based and data driven withdrawal strategies
Building a withdrawal or retirement strategy is fraught with risks. What if the market has a...
Ian McKenna: i4C to Intelliflo
i4C to Intelliflo Intelligent Office has had its own set of planning tools for many years but...
now:plan: Engaging and powerful cash flow modelling
now:plan is part of a suite of solutions provided by Focus Solutions. The tool is a detailed cash...
IRESS XTOOLS
In the year 1993, Bill Clinton become president of the USA, the blockbuster Jurassic Park was...
i4C
When ideas and business requirements are not fulfilled by technological solutions, businesses...
Distribution Technology: Dynamic Planner
The Distribution Technology risk profiling tool is perhaps the most well-known system in the UK....
EValue Pension Freedom Planner
EValue Pension Freedom Planner is an at retirement cash flow modelling solution that allows...
EValue Life Planner
EValue Life Planner is a cashflow modelling solution that allows advisers to take their clients...
Distribution Technology: Dynamic Planner Elements
The Markets in Financial Instruments Directive (MiFID) continues to shake up the adviser market....
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Ecosystems
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