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CashCalc and Paradigm strike deal on financial planning tools

17 April 2017

CashCalc’s online suite of financial planning tools is to be made available for the firms supported by the Paradigm network.

The deal will arm the network’s adviser firms with more financial planning tools, to help to further develop the quality of their compliance process and enhance client engagement within the financial planning process.

The deal struck by the two firms includes:

  • Full and unrestricted access to all the CashCalc financial planning tools at a discounted rate;
  • The option to book a complimentary 1-to-1 online demonstration of the software with one of CashCalc’s in-house advisers;
  • CF30 qualified support via telephone and email; and
  • The ability to create a firm licence by adding additional advisers/paraplanners (with the potential for further discounts).

Paradigm’s senior partner Paul Hogarth said: “The simple inputs/powerful outputs approach by CashCalc is what attracted us and we encourage all of the firms we support to register an account and see what they have to offer.”

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