Author: Adam Wilson

Distribution Technology: Dynamic Planner

Posted by Adam Wilson | Mar 11, 2019 | Cash Flow Modelling, Financial Planning, Portfolio Analysis, Portfolio Modelling, Portfolio Rebalancing, Risk Profiling |

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

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Moneyinfo

Posted by Adam Wilson | Mar 11, 2019 | Client Portals, Personal Financial Management |

As technology continues to advance, access to financial products becomes far less restrictive as...

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EValue Pension Freedom Planner

Posted by Adam Wilson | Mar 11, 2019 | Cash Flow Modelling, Financial Planning, Investment |

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

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EValue Life Planner

Posted by Adam Wilson | Mar 11, 2019 | Cash Flow Modelling, Investment |

EValue Life Planner is a cashflow modelling solution that allows advisers to take their clients...

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Genovo Suitability Report Writer

Posted by Adam Wilson | Mar 11, 2019 | Report Generation Software |

Genovo is a web-based multi-product suitability report writer that provides slick, fully...

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