Matching your client, their portfolio and their cash flow plan, using a single definition of risk is vital to avoid the danger of miscalibration and ensuring nothing is ever lost in translation.
Dynamic Planner Cash flow combines intuitive technology you love, with an independent asset risk model you trust. Using a single definition of risk enables you and a client to to powerfully see what is most likely to happen in an average scenario, a positive scenario and also a negative scenario, supporting our market-leading risk profiling process and testing fully a client’s capacity for financial loss.
Using Dynamic Planner Cash flow, you can confidently bring a client’s cash flow plan vividly to life using a client’s financial goals and objectives. Using Dynamic Planner, you can now produce cash flow plans in minutes – and for every client, not just a chosen few, building them into your firm’s regular client review process.