News / Wealth Management

We’ve been developing our cashflow tools in XPLAN to provide superior calculations, reporting capabilities and navigation.

With advisers seeking more free flowing and effective methods of viewing and presenting information to clients, cashflow tools are currently an area of significant focus in financial planning.

Now users can compare even more charts, and get more detailed and comprehensive information in a minimum of steps. The end result is clients will receive a smooth delivery of findings and recommendations in meetings.

In addition our new tax payable chart will give advisers better visibility of a client’s tax position with a before and after tax view, and a chart which shows a breakdown of yearly expenses as well as income and net assets. This all adds up to a fuller overall picture all in one place.

Mark Loosmore, executive general manager (wealth) said: “We are constantly monitoring where we can add value to adviser businesses and make advisers’ jobs easier.

“We know cashflow is really gaining importance because of the benefits the right tools can bring to the advice process, from helping clients engage with their finances to evidencing suitable advice has been given to the regulator.”

Look out for further enhancements to functionality which include being able to switch between scenarios even more easily. For more information contact 0345 068 3000.


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