Cash flow brings the financial planning and advice process alive for the client – visually, in front of their eyes – enabling you to demonstrate the value you add for clients and to showcase the future impact of decisions taken.
Dynamic Planner Cash flow is quick, accurate, and consistent with your client’s and their portfolio’s risk profile. Most clients planning long-term for the future and retirement must take investment risk to generate a sustainable income. Robust cash flow modelling, using the same assumptions in place for client and portfolio risk profiling, is critical to achieving the best outcomes and avoiding potentially misleading clients and setting the wrong expectations.
From autumn 2020, a major new Dynamic Planner Cash flow upgrade is set to be launched. It will be easy to use and significantly more powerful to engage with your clients.