Financial Planning Software – things you need to know
When selecting any software for an adviser business it is essential to have a clear understanding...
Category: Cash Flow Modelling
Timeline – Evidence-based and data driven withdrawal strategies
Building a withdrawal or retirement strategy is fraught with risks. What if the market has a...
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...
EValue Life Planner
EValue Life Planner is a cashflow modelling solution that allows advisers to take their clients...
Ecosystems
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