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.
A warm welcome to Steve who takes up his post on the 18th February.
We've been shortlisted for two awards at the 2nd Annual Mortgage Awards 2019 organised by Money Age.
We're proud to be the first company to hire a refugee through the Talent Beyond Boundaries initiative.
We're making it simpler to integrate your choice of third party software into ours.
Volunteers from our Cheltenham office will be taking part in the Mortgage Sleep Out.
Our teams power up their tache’s to support and raise funds for men's health issues.
We've made a commitment to improving gender diversity within financial services.
How one developer is giving others a chance to think differently about how and why they code.
Introducing better, more efficient ways to search and recommend products.
Some bright sparks are taking their first steps into careers as software engineers.
The solution will support all distribution channels and products across the Group.
We've won 'Technology Partner of the Year’ at the TMA Mortgage Club's Supernova awards.