CashCalc, the adviser-created cashflow planning software, is offering users a free client-facing education video that explains the basics of cashflow planning.
Users of the software will be able to brand the video with their company logo at no additional cost, and will be provided with a preview link and an embed code so it can be placed on a company website and shared on social media. The service launched today and has already had more than 100 advisers request a video through an "early bird" offer. "The use of cashflow planning with clients is increasing," said Niche IFA Chartered financial planner and creator of CashCalc Ray Adams (pictured). "During the first six months of 2018, the number of cashflow plans created by financial advisers ...
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