Successful advisory firms are using cashflow planning technology to help them increase client engagement and drive profitable relationships, whilst building in efficiencies across their business.
Effective cashflow planning brings together all areas of financial advice with client objectives into illustrate a single, coherent life plan. This transparent approach bolsters confidence on all sides, nurturing long term client satisfaction, loyalty and referrals.
Harnessing the power of technology to engage your clients
Cashflow planning is a great example of how advisers can use technology to improve the delivery of advice.
Choose a powerful solution that can manage the needs of every client; one that lets you cover all of the angles in one place, from solving client’s tax, pensions and investment complexities to asset and liability modelling and wider financial strategy planning.
The best solutions would include:
Live adjustments: this will enable you to explore unlimited scenarios to help clients understand the impact of their decisions. It brings financial planning to life using flexible graph options that visually drive home the value of your advice.