Author: Adam Wilson

now:plan: Engaging and powerful cash flow modelling

Posted by Adam Wilson | May 9, 2019 | Cash Flow Modelling, Investment |

now:plan is part of a suite of solutions provided by Focus Solutions. The tool is a detailed cash...

Rapid Reviewer: Making MiFID II reporting requirements easier

Posted by Adam Wilson | May 8, 2019 | Investment, Report Generation Software |

With the not so new reporting requirements triggered as a result of MiFID II leading to an...

Flagstone: Helping advisers & clients manage cash deposits

Posted by Adam Wilson | May 8, 2019 | Investment |

Reduced spending power and poor returns on cash deposits often leads to a conundrum for those...

IRESS XTOOLS

Posted by Adam Wilson | May 2, 2019 | Cash Flow Modelling, Financial Planning, Investment |

In the year 1993, Bill Clinton become president of the USA, the blockbuster Jurassic Park was released and from a small board room in Australia, Iress was birthed. In 2019, Iress are a leading software supplier within the...

Practifi

Posted by Adam Wilson | May 2, 2019 | Wealth Practice Management Systems |

PractiFI, is a business management platform that incorporates Salesforce’s underlying...

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