Advisers will need cashflow modelling software

Tue 29 Jun 2010

Interesting piece in this week's Money Marketing discussing the importance of technology for advisers post RDR to manage costs and provide a quality service proposition.  This is a quote from Brett Davidson:

…advisers will almost certainly need cashflow modelling software. I think this is essential for quality advice. This will sometimes be included in the financial planning system or can exist as a separate tool - neither is better, it is whatever works best for the individual adviser.

Read the full article here.  Thanks to Anametric for pointing this out.

June 2010