Kate_D

Experienced paraplanner in a small independent advice firm.  Based in North Dorset, studying for my adviser qualifications having achieved my Certificate in Paraplanning this year.

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Kate_D
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  • EpochRob
    Hi Kate 

    Just noticed your cashflow modelling question on the forum, better late than never.  We use a tool called I4C at the firm i work for.  Link to their website is here, https://www.i4csoftware.co.uk/#section1 

    The outputs are similar to voyant but clearer and the input of client information is incredibly quick and easy.  You can have a free trial if you register via the website, failing that James Calvert Jones could happily have a chat with you about setting this up.  He is available on 01225487252.

    Hopefully this helps

    Regards

    Rob
    January 2
  • Experienced paraplanner in a small independent advice firm.  Based in North Dorset, studying for my adviser qualifications having achieved my Certificate in Paraplanning this year.
    December 2017