Author: Robert Quartey

EValue Pension Freedom Planner

Posted by Robert Quartey | Mar 11, 2019 | Cash Flow Modelling, Financial Planning, Investment |

EValue Pension Freedom Planner is an at retirement cash flow modelling solution that allows...

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EValue Life Planner

Posted by Robert Quartey | Mar 11, 2019 | Cash Flow Modelling, Investment |

EValue Life Planner is a cashflow modelling solution that allows advisers to take their clients...

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Genovo Suitability Report Writer

Posted by Robert Quartey | Mar 11, 2019 | Report Generation Software |

Genovo is a web-based multi-product suitability report writer that provides slick, fully...

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Distribution Technology: Dynamic Planner Elements

Posted by Robert Quartey | Mar 8, 2019 | Cash Flow Modelling, Financial Planning, Portfolio Analysis, Portfolio Modelling, Portfolio Rebalancing, Risk Profiling |

The Markets in Financial Instruments Directive (MiFID) continues to shake up the adviser market....

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In | Vest West 2018: Practifi (Demo Winners)

Posted by Robert Quartey | Jan 22, 2019 | Events, In | Vest, Wealth Practice Management Systems |

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