March 2020 Upgrade

Cash Management Investment Strategy

New Cash Management investment strategy for Investments, Pensions & Retirement Income Recommendations & Reviews.

Reduce Volatility Action

New action for Investment Review and Pension Review to Reduce Volatility via Cash Management.

Cashflow Modelling

Cashflow Modelling (now with Stress Testing) plus more than 20 financial calculators are now half-price at just £30+VAT per user per month for our existing Suitability customers - contact us to arrange a one-to-one demo

Intelliflo Integration

Let us know if you wish to use the integration with iO - the back office system from Intelliflo - it's free of any charges.

Transact Integration

Similarly the integration with Transact is free of charge. Again let us know if you want to use this.

Coming soon...

More features will be added in coming months with budget changes for fiscal 2020/21 scheduled for April.

Previous Upgrade

For details of the last upgrade click here