October 2024 Upgrade

NEW - Repeat Sections

When you have a second review or recommendation of the same type as an earlier one then it can be declared a REPEAT if the investment strategy, features, reasons, action and charges are the same (eg Mr & Mrs ISAs) avoiding duplicating the information. This feature is offered for Investment Recommendations & Reviews; Pension Recommendations, Reviews & Switching and Retirement Income Recommendations.

NEW - Charges Calculators

On all charges pages there are now some calculators to convert % to £ and cut & paste the answer into the appropriate charge.

Cashflow Modelling

Cashflow Modelling 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.

Plannr CRM, Iress XPlan and Intelliflo Office Integrations

Import details of Clients, Incomes, Spending, Investments, Assets, Loans & Protection and get latest valuations.

Base Investment & Pension Recommendations & Reviews on existing plans.

Let us know if you wish to use an integration - they're free of any charges.

Coming Soon...

More features and updates will be added in coming months.

Previous Upgrade

For details of the last upgrade click here