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We have put together user scores and reviews, a checklist of integrations and we give our own NextWealth view on each of the principal cash flow 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.
CashCalc allows the adviser to create detailed cashflow plans for their clients in just a few minutes. Outputs are refreshingly straightforward, making it easy to understand and engaging for clients. CashCalc consists of a suite of tools & calculators covering...
i4C is an intuitive cashflow modelling application that helps to drive profitable relationships and increase client engagement. Firms who have put i4C central to their advice processes have seen significant growth in fees per head, clients and referrals. i4C is a...
Truth® Cash Flow Modelling software underpins the business proposition of some of the most experienced and successful financial planners, accountants and wealth managers in the UK. The software helps to visualise financial futures with simple, easily understood charts and graphs.
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...