Cashflow Modelling

We have put together user scores and reviews, a checklist of integrations and we give our own NextWealth view on each of the principal cashflow modelling tools listed below. Click on a product name to see more, and if you have come across another good tool that you think we should cover here, please contact us.


No matter what you wish to achieve, we have the tools for you. From visual and intuitive cashflow planning, to remote fact finds in a secure client portal, and the best integrations around, we can help streamline your financial planning...

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Dynamic Planner

Dynamic Planner is one system for all your financial planning needs, enabling you to match people with suitable portfolios through engaging financial plans. It is an end-to-end, risk-based system, combining intuitive, financial planning technology with a trusted, independent asset risk...

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intelliflo planning
(formerly i4C)

‘It must be clear and simple’ is fundamental to the design of i4C. i4C is used by leading financial firms to drive profitable relationships and increase client engagement. i4C users see cashflow modelling as key in enhancing the advisory process, by...

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Truth® pioneered lifelong financial planning software in the UK back in 1984. Truth Software is the most advanced and powerful financial planning and cashflow modelling software on the market. Cashflow modelling provides a comprehensive view of the future. In...

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A global leader in the financial services space, Voyant is not the typical provider of “financial planning” or “cash flow modeling” solutions. We deliver true financial health management. Show your clients more than just how to manage their assets through...

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League Table: Cashflow Modelling

Our league table ranks the Cashflow Modelling providers in order of the user's willingness to recommend. The rating is provided from the user reviews we have received. To be included providers must have received a minimum of 20 reviews.
Based on 103 reviews
Based on 190 reviews
Based on 32 reviews

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