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...
Partner Insight: Continuing the Architas education series for clients.
What made financial headlines over the weekend?
290,000 already affected
Putting the tech into protection
Square Mile’s series of informal interviews