Resources Dynamic Planner Factsheet Gallery

Budget and cashflow summary

Our budget and cashflow module demonstrates affordability with clear surpluses and shortfalls.

Contents

Cash flow and budgeting are an integral part of several key processes:

Fact finding Financial planning
  • Income and expenses can be shown at a summary or detail level
  • Variable start and end dates can apply to cash flows
  • Multiple goals can be accommodated
  • Expenses from other modules (eg retirement, mortgages) are automatically included
  • Calculations shows values in today’s money (with variable inflation options)
  • Income tax analysis included
  • Lifetime cash flow analysis shown
  • Ability to show differing scenarios
Formulating advice Reporting
  • Affordability of any recommendations is automatically shown
  • A customer report is produced with easy to understand graphics and the ability to edit content

Benefits

In 2011, our affordability/budget planning tool was star rated by F&TRC.

Advisory businesses

Helps you demonstrate current affordability and surplus cash available to meet financial needs.

Build long term relationships with your customers by working with them on their lifetime cash flows. This helps them develop a plan which meets their long term financial objectives, like financial security or wealth protection.

Asset managers

Helps advisers demonstrate the importance of budgeting and cashflow. The module highlights when surplus cash is available, identifying possible savings and investment opportunities.

Our reports provide you with quality graphics to ensure your client understands the importance of effective financial planning.

Providers & Platforms

We can help you and your advisers deliver compliant advice that takes into account the client’s budget and cashflow. The module highlights when surplus cash is available, identifying possible savings and investment opportunities.

Our reports provide you and your advisers with quality graphics to ensure the end customer understands the importance of effective planning.

Please contact us, to find out how we can enrich your customer relationships.