In the first of a new series, IFAonline reveals the tools and features you may not know about on your favourite platform. This week we look at Transact...
Money Map Transact offers advisers a lifetime cashflow modelling tool called MoneyMap. This enables IFAs to quickly calculate whether clients' current investments are on course to finance their future as they enter retirement or semi-retirement. Data including client risk profile, savings, state benefits and planned retirement date is modelled forward until retirement. Advisers can change investment details after client reviews. A detailed full-page report, along with illustrations and spreadsheets, can be produced in just eight to ten minutes. The tool is continually enhanced in...
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