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Fund data and technology company FE fundinfo has acquired cashflow planning provider CashCalc for an undisclosed sum.

Deal will help ‘lead to better advice outcomes for advisers and their clients’ Global fund data and technology firm FE Fundinfo has acquired cashflow planning provider Cashcalc for an undisclosed sum. FE Fundinfo believes cashflow planning is a natural extension of the fund selection process, where the firm already has established tools such as FE Analytics and FE Investments. Cashcalc will continue to be offered “as a standalone product” following the acquisition and the data provider will be investing in the integration between the extended set of tools, including platform and back-...

CashCalc’s acquisition by fund research operation FE fundinfo was a logical step and could help advisers cut costs in the long term, according to commentators.

FE Fundinfo snaps up cashflow planner ‘Cashflow planning now forms a vital component of the investment process’ FE Fundinfo has acquired cashflow planning provider Cashcalc for an undisclosed sum. The fund data and technology firm said cashflow planning is a natural extension of the fund selection process, where it already has established tools such as FE Analytics and FE Investments. Cashcalc will continue to be offered “as a standalone product” following the acquisition and the data provider will be investing in the integration between the extended set of tools, including platform a...

Ray Adams, director, Cashcalc, Newport. Newport-based fintech company CashCalc has been named in the WealthTech100 list – making it one of the world’s most innovative companies. The WealthTech100 award identifies the most innovative companies from around the world, and a panel of analysts and industry experts selects the top 100. CashCalc was able to demonstrate an innovative use of technology to solve a significant industry problem and help generate cost saving and efficiency improvements. Over the last 12 months, its award-winning and market-leading technology has not only been ...