CashCalc, which was created by a Newport-based Chartered financial planner and his team, has been named the leading provider of cashflow planning software by Platforum.
The independent report Adviser Market: Fintech and Digital concluded more UK-based financial advisers use CashCalc for cashflow planning than any other provider. Launched in 2013 with the ambition to help simplify and improve the process of cashflow planning, the software recently passed 8,000 registered account holders. It boasts a suite of tools and calculators, including importable data capture forms alongside a cashflow modelling tool. Rory Percival launches cashflow planning best practice guide CashCalc director and Chartered financial planner Ray Adams said: "It's fantastic t...
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