Future-proofing financial advice through cashflow modelling

The benefits of cashflow modelling technology explored

clock • 4 min read

Pan Andreas urges advisers to get to grips with cashflow modelling and financial planning software that is scalable, fully integrated, and adaptable to future-proof financial advice...

Cash flow modelling applies a scientific approach to a subjective area of financial planning. It illustrates how clients can achieve their financial objectives and the planning required to make them more achievable. While some advisers may still use their own modellers built with spreadsheets, some may admit that it's not the most streamlined approach. A spreadsheet isn't a secure environment and can easily be corrupted - so with the best of intentions may not be as accurate as it first set out to be. Consistency Another issue that pops up time and time again is that many software s...

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