A Brief Synopsis Of Our Cashflow Modeller
KEY FEATURES
Our comprehensive approach to cashflow modelling allows you to illustrate your client's financial future concisely and accurately. Leave no stone unturned and effectively present multiple 'scenarios' that can take into account even the most complex of situations.
SMART SCENARIO PLANNING
Providing you with the tools to illustrate the impact of different planning options to your clients.
These range from simple amendments to full stress testing with help from our easy to use pre-designed differences
CREATE CLIENT LIFE EVENTS
Build individual ‘moments in time’ for your client’s individual circumstances.
These are then linked to any cashflow item created giving you the flexibility you need to produce clear client specific reports
STRAIGHTFORWARD INPUTS
Simple data entry ensures a great user experience whilst handling complete financial planning from everyday to high worth clients with more complex needs
EXTENSIVE CALCULATIONS ENGINE
Robust calculations on a month by month basis to ensure accuracy throughout the cashflow
COMPREHENSIVE TAX CALCULATIONS
We undertake full Income Tax calculations so that you can provide precise and transparent figures for your clients
CLIENT PORTAL
Our simple inputs allow clients to directly fill in their own details within the cashflow through a secure client portal to help save you time
YOU'RE IN CONTROL
Ability to set multiple company level cashflow assumptions and user security controls that will provide you with full control over the assumptions to be used, as well as who can modify them
CLEAR & CONCISE GRAPHICAL OUTPUT
Easy to understand graphs that are client friendly, yet powerful to integrate within your advice processes
TRANSVAS INTEGRATION
The option to incorporate the in-depth technical knowledge of DB pensions, allowing users of our Transvas tool to show the complete impact of a DB transfer to further enhance your APTA
SYSTEM SCREENSHOTS
