Defaqto has launched fully integrated cashflow modelling across its technology offering to advisers, as promised last month.
Announcing the launch today (10 January) chief commercial officer Glenn Porter said cashflow modelling is "arguably more fundamental than ever before" in the face of the ongoing cost-of-living crisis.
"Advisers will be having important and potentially difficult conversations with clients," he added. "Those conversations will benefit from the support of technology that uses advanced automation, integration and a consistent methodology."
The cashflow modelling is part of Defaqto's ongoing investment into its technology offering, Engage, which currently services just under a third (30%) of the UK adviser market.
It includes risk profiling, tax forecasting, retirement options modelling and stochastic stress testing from Hymans Robertson.
Porter concluded: "We will continue to respond to the key challenges facing advisers and their clients, making mission critical elements of the advice journey easier to navigate with accuracy, compliance and suitability at the forefront of our technology developments."
