Advisers split on cashflow modelling priorities
Two-thirds (67%) believed it was essential to advice
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)...
More on Technology
Nick Eatock: Using tech to narrow the advice gap
Cutting delivery costs is key
IA launches fintech guide for 'laggard' asset management industry
'Solutions to pressing business needs'
Truly IFA launches app to complement investment platform
Additional service
Mark Trousdale: Looking beyond gamification in digital advice
A truly 'sticky' digital experience
More news
Sandford DeLand preps UK Buffettology Smaller Companies IPO
UK Buffettology Smaller Companies investment trust
FCA tells financial firms to work from home as pandemic rumbles on
Follows govt advice
Two weeks to go until PA360 Digital
7, 8 and 9 October
Impending reviews to serve FCA 'difficult food for thought' as Randell promises action
The chair of the Financial Conduct Authority (FCA) Charles Randell has promised to “transform” the regulator in the wake of three separate financial scandals, independent reviews of which are set to be completed soon and are expected to provide “difficult...
