Steve Andrews looks at cash-flow modelling technology and asks how advisers find the right solution for their business
Cash-flow planning or modelling tools are becoming an integral part of the financial planning process for many advisers. It enables them to show clients where they stand financially and it helps to...
Adviser tech platform Advicefront has integrated with Intelliflo’s business management software Intelligent office (iO).
Users of Intelligent Office
44% do not think technology will solve problem
Still under-serviced area of sandbox
69 Accredited firms
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Norwich court hearing
Advice firm that bought British Steel client book loses FCA permissions after high-risk bond accusations
Case going to Upper Tribunal
0.15% account fees