Advisers split on cashflow modelling priorities

Two-thirds (67%) believed it was essential to advice

Victoria McKeever
clock • 2 min read

A third (29%) of advisers said 'ease of use' and 'quality of visual and graphical images' were the most important factors when selecting cashflow modelling software, Focus Solutions has found.

Focus Solutions surveyed the senior members of seven adviser networks - St James's Place, Drewberry Wealth, Roxburgh Financial Management, LightBlue UK, Plan Money, Cavendish Ware, Bankhall (part of SBG) - in June this year.  One in seven (14%) advisers cited ‘fast journey from fact-find to illustrations' and ‘ability for client to engage with the process' as priorities for cashflow modelling software. Senior staff from just one firm, meanwhile, flagged ‘cost and integration with an existing platform' as an important factor. Two-thirds (67%) of respondents believed cashflow modelling ...

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