The calculation is simple: if you want to offer 10 distinct financial services, you need 10 software solutions. Really? No, please! Our clients, as well as experts in the UK, tell us exactly that this as a huge problem. We perfectly understand. That is why we focus on technology that tackles this inefficiency and solves this issue. To be more specific – all our solutions are built on our API-based platform, which delivers best-in-class performance and offers multi-integrability.

Our Cash Flow Planner provides the evidence. It allows cashflow planning to be embedded into any service. On top of that, it redefines cash flow planning by striking the perfect balance between complexity and simplicity. Given the highly positive user feedback, we made the decision to invite all UK advisers to test it for free.

Register for software here.