24 August 2018
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Advisers split on cashflow modelling priorities
A third (29%) of advisers said 'ease of use' and 'quality of visual and graphical images' were the most important factors when selecting cashflow modelling software, Focus Solutions has found.
Focus Solutions surveyed the senior members of seven adviser networks - St James's Place, Drewberry Wealth, Roxburgh Financial Management, LightBlue UK, Plan Money, Cavendish Ware, Bankhall (part of SBG)...
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