Cash Flow Planning
by Dynamic Planner · Wealth and investment platforms · Reading, United Kingdom
Lifetime cash flow modelling
What Cash Flow Planning does
- Create and compare scenarios to illustrate different possible futures
What Cash Flow Planning is used for
- Model client cash flow scenarios
- Produce simple client cash flow reports
- Adjust inflation and expenditure assumptions
Who Cash Flow Planning is for
- Wealth and investment managers
About Dynamic Planner
Digital financial planning platform for risk profiling, suitability, fact find and cash flow planning.
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Also by Dynamic Planner
- Risk profiling: Client attitude to risk and capacity for loss assessment
- Suitability: Suitability reports matching clients to portfolios
- Fact Find: Digital client fact find
- Investment Research: Risk-rated fund and portfolio research
More in this category: Wealth management and investment platforms.
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