August 2025 Upgrade

NEW - Tatton Investment Strategy in Reviews

The range of Tatton Investments are now available in the Investment Review and Pension Review Sections.

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