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FinCalc partners with Vision IFP

We are pleased to announce that we have agreed a 5 year term with Vision Independent Financial Planning.

All of Vision IFP advice firms will receive access to our Cashflow, Retirement and Inheritance Tax Modellers, along with all of our financial calculators. 

In addition, we will also provide their client portal, including client onboarding, secure messaging, document exchange, along with the Vision IFP digital fact find. Each appointed representative will also have their own branding within the onboarding tool.

See our full press release here.