Cash Flow Modelling

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.

Dynamic Planner Cash Flow

Adopt one system, reduce the number of tools you use and pay for

  • Fully integrated with Dynamic Planner’s Client Review process, enabling you to quickly update and grow plans with clients in future
  • Access and share your client data efficiently, avoiding rekeying when creating new cash flows for clients
  • Beautiful, bespoke reporting. Simple to produce and easy for clients to read and understand. Personalise with your own images and firm’s branding
  • Best-in-class support. Experienced support team, on hand, to expertly guide you every step of the way from onboarding to ongoing support

‘Of the tools we’ve seen, this is the easiest to use’

Read an independent view of new Dynamic Planner Cash flow, from The Paraplanners’, led by Richard Allum and working with advice firms for nearly two decades

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I have wanted something like Dynamic Planner Cash flow to come out for a very long time… would I recommend it? 100%.

David MillsRidgeways Financial Planning

Want to see what Dynamic Planner can do for you?

Schedule a free no-obligation demo with a business consultant and experience the full functionality of Dynamic Planner.

Dynamic Planner Cash Flow Features

  • Optimised screens to be used and shared live interactively or as part of a hybrid model
  • Model incomes and expenditures throughout a client’s life
  • Plan for a client’s key life expenditures and goals
  • Automatically calculate income tax
  • Monte Carlo forecast uses same return expectations as Dynamic Planner risk profiling process
  • Model average, positive and negative return scenarios, all aligned to a client’s risk profile
  • Model complex pensions withdrawal strategies
  • Create a visually rich and engaging cash flow plan report to help your clients stay on track
  • Fully integrated with Dynamic Planner Client Review process, enabling you to efficiently update plans with clients

Want to see what Dynamic Planner can do for you?

Schedule a free no-obligation demo with a business consultant and experience the full functionality of Dynamic Planner.

Powerful. Easy to use. Trusted by more than 6,500 advisers. Dynamic Planner is the one financial planning system you need to ensure investment suitability, increase efficiency and demonstrate value to your clients. Click on the hexagons below to find out more.

Risk Profiling Review Cash Flow Research
Risk Profiling Review Cash Flow Research