Source: Wealth Adviser

Focus Solutions Group: Advisers split on priorities when selecting cash flow modeller

Research by adviser software provider Focus Solutions has highlighted some of the most important areas that advisers consider when it comes to selecting cash flow modelling software.

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Est. Annual Revenue
$100K-5.0M
Est. Employees
100-250
Dave Upton's photo - Managing Director of Focus Solutions

Managing Director

Dave Upton

CEO Approval Rating

89/100

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