Whether clients are considering or already in retirement or seeking advice on a defined benefit transfer, a robust and understandable cashflow plan is fundamental in helping them build an income strategy. For other clients, a good cashflow plan can help them understand how their investment strategy can be used to achieve other needs, including wealth accumulation or preservation.
The challenge is how to present a cashflow forecast that is robust and understandable by the client, that’s consistent with their risk profile and doesn’t take forever to complete.
Dynamic Planner increases your firm’s efficiency and productivity by preparing high-quality, simple-to-understand cashflow plans quickly. Client data can be automatically imported from over 25 back office systems, platforms and investment providers. Current and future income and expenditures can be recorded and compared. For clients in or close to retirement, cashflow reporting can take full account of income drawdown payments, annuities and a client’s tax status.