ECOSYSTEMS – CASHFLOW MODELLING

Posted by Adam Flowers | Feb 2, 2021 | Cash Flow Modelling, Ecosystems, Investment | 0 |

7im (page)

Software Supplier	7iM
Website	www.7im.co.uk

advicent (page)

Software Supplier	NaviPlan by Advicent
Website	advicentsolutions.com

CashCalc NEW

Software Supplier	CashCalc
Website	cashcalc.co.uk

clarity (page)

Software Supplier	Clarity Software
Website	www.clarity-software.co.uk

System currently in sunset mode, not actively seeking new users

defaqto (page)

Software Supplier	Defaqto
Website	www.defaqto.com

dynamic planner (page)

Software Supplier	Dynamic Planner
Website	dynamicplanner.com

evalue new

Software Supplier	EV
Website	www.ev.uk

Fincalc

Software Supplier	FinCalc
Websites	www.fincalc.co.uk

focus solutions (page)

Software Supplier	Focus Solutions
Website	focus-solutions.co.uk

i4c (page)

Software Supplier	i4c
Website	i4c.technology

iress new

Software Supplier	Iress
Website	www.iress.com

moneyscope (page)

Software Supplier	Moneyscope
Website	moneyscopehq.com

morningstar (page)

Software Supplier	Morningstar
Website	www.morningstar.co.uk

ortec (page)

Software Supplier	Ortec Finance
Website	www.ortecfinance.com

pmx (page)

Software Supplier	PortfolioMetrix – WealthExplorer™
Website	www.portfoliometrix.com

The PortfolioMetrix software offering WealthExplorer™ is only available to advisers using their discretionary investment service

prestwood (page)

Software Supplier	Prestwood Software Ltd (Truth Software)
Website	www.truthsoftware.co.uk

true potential; (page)

Software Supplier	True Potential
Website	www.tpllp.com

voyant (page)

Software Supplier	Voyant
Website	planwithvoyant.co.uk

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About The Author

Adam Flowers

Adam joins FTRC from Willis Towers Watson where he spent four years as a paraplanner. Prior to this Adam worked at Succession Group, assisting their advisers in delivering product recommendations to the company’s private clients, and Vintage Financial Ltd, a medium sized London-based IFA firm. As a Research Consultant, leading the development of the AdviserSoftware.com site (publishers of FTRC) and maintaining the Adviser Software Insight report, Adam brings first hand experience as an administrator and paraplanner working for various firms using multiple systems. Outside of work, Adam enjoys spending time with his wife and baby, watching films and follows Manchester United Football Club.

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