Financial forecasting
Clients need to know how their life goals and aspirations tie in with their future financial situation.
Engage your clients through a simple, yet powerful visualisation that provides clarity on their long-term financial plans.
Our financial forecast app explained
Seamlessly integrated into intelliflo office, financial forecast is a visually impactful, client-focussed app specifically designed to engage your clients with their life goals, and give them insights into how your valuable advice could help them to better plan for the future.
Help clients think outside of ‘here and now’
Quick access to easy-to-understand impactful charts, specifically designed to give clarity to your clients’ long-term financial plans and how they align with their life goals and aspirations.
Engage clients in the planning process
Simple life ‘what if’ scenarios, such as early retirement, market dips and large expenditures allow clients to see how these might affect their financial outlook. This also encourages clients to complete the fact find for a holistic and realistic picture of their financial future.
A gateway to cashflow modelling
Financial forecasting acts as a great introduction to deeper cashflow modelling by engaging clients with their financial plans. Having seen the forecast, clients can use the adviser contact form to proactively and easily communicate any new financial goals or objectives. This brings further avenues for you to discover new financial planning opportunities.