November 2025 Upgrade

Fund and Portfolio Tables

These tables can now be optionally shown in the report with each heading as a row (provided there are no more than three funds or portfolios). Just select the Show columns as rows in the report on the wizard page.

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 previous upgrade click here