We design this cash flow modelling software for ease of use and includes comprehensive training. As the financial plan is developed a selection of reports are generated.
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Our new product Financial Advice Online is a unique product to provide digital financial advice to the mass market in a multi-media format.
We design this cash flow modelling software for ease of use and includes comprehensive training. As the financial plan is developed a selection of reports are generated.
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Financial Advisers, Accountants, and Mortgage Brokers can all benefit from this white-labeled cash flow modelling software that automates the report writing process. Both advisers and clients can share information, using the Connect Portal so emailing sensitive information is eliminated.
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These products provide the client only with a digital tool that allows them to create a fully integrated financial plan. The Lite version is limited to a 5-Year Savings plan that can be upgraded to the full version.
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