Financial planning tools

Financial planning tools for investment and retirement

  • Pre-population and client data upload from platforms and leading back office systems
  • Portfolio aggregation and valuations across 25+ investment platforms
  • Current portfolio analysis and x-ray
  • Investor risk profiling
  • Asset allocation
  • Goal based financial planning and forecasting
  • Investment selection and portfolio construction
  • Portfolio suitability hub including fund research
  • STP pre-population of leading investment platforms
Portfolio suitbaility hub screenshot

Financial planning tools for retirement income planning

  • Build and compare different retirement income strategies across multiple products:
  • Accessing cash tax free and taxable
  • Deferment
  • Drawdown
  • Annuities
  • Uncrystallised Fund Pension Lump Sums (UFPLS)
  • Retirement income risk preferences
  • Annuity v drawdown critical yield analysis
  • Chance of being alive – probability of outlasting capital
  • Report generation
example Retirement income planning

Financial planning tools for cashflow planning

  • Multiple income and expense lines
  • Personal taxation for client and partner
  • Life wealth
  • Life time income planning overlaid with investment, retirement and retirement income planning
  • Report generation
Cash flow affordability screenshot