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 cashflow planning to client onboarding and the best integrations around, we can help streamline your financial planning process and add immediate value for your clients. “Two-thirds of...

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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...

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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 145 reviews
Based on 167 reviews
Based on 45 reviews

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