June 2010

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.

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Thu 24 Jun 2010

I really think there's a need for simple financial planning for the masses, particularly in light of the RDR. This looks like a brilliant, hands on internet application that will allow that to happen.

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A new kind of financial planning tool

Thu 24 Jun 2010

Simple financial planning for all clients

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