November 2020 Upgrade

Hybrid Drawdown Annuity

A new type Hybrid Drawdown Annuity has been added to the Retirement Income Recommendation Section.

For more details of how such a hybrid product works click here

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 and updates will be added in coming months.

Previous Upgrade

For details of the last upgrade click here