Category: Financial Planning

The tool aiming to streamline financial planning processes

How many software systems does it take to service your clients? PlanHappy believe that to improve...

When selecting any software for an adviser business it is essential to have a clear understanding...

In the year 1993, Bill Clinton become president of the USA, the blockbuster Jurassic Park was...

The Distribution Technology risk profiling tool is perhaps the most well-known system in the UK....

EValue Pension Freedom Planner is an at retirement cash flow modelling solution that allows...

The Markets in Financial Instruments Directive (MiFID) continues to shake up the adviser market....

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