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EpochRob

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EpochRob
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  • Hi Anna It doesnt sound like you are after a specific cashflow tool but i think this may be of interest to you..... We are currently using a tool which is in Beta testing stage (due to be launched live in April) which combines the complexity of Vo…
    in Which financial planning tool?? Comment by EpochRob February 2017
  • If anybody else would like the contact details the best person to contact is James Calvert Jones via email on james@i4c.it 
    in Which cashflow modelling tool??? Comment by EpochRob February 2017
  • Hi Emma We are currently using a tool which is in Beta testing stage (due to be launched live in April) which combines the complexity of Voyant and Truth with the simplicity of Cashcalc.  The output is specifically being aimed at paraplanners to he…
    in Which cashflow modelling tool??? Comment by EpochRob February 2017
  • Thanks both.  How we used the Fidelity tax wrapper analyser previously was more as a starting point which we then moulded our recommendations around with further consideration into a clients individual circumstances, objectives and allowances etc.  …
    in Tax Wrapper Analysis Comment by EpochRob June 2016