Cash Flow

I have not used cash flow planning tools before, but I found it easy. It’s really good. It’s so easy to navigate your way around and move from one section to another. I haven’t found something it doesn’t do yet. Clients are engaging with it well. I almost can’t wait to sit down with them properly, so […]

In comparison to other tools, that’s where Dynamic Planner’s Cash flow planning is brilliant – the ability to model for a client stochastically, showing the level of risk within the portfolio and plan. What a client can expect to happen, but also what a client needs to be aware can happen. Other cash flow modelling tools use […]

Cash flow planning, done well, lets you paint a picture for clients, 25 years in the future and tell that story, because in many ways as an adviser, that’s what you’re doing – telling a story. As an adviser, you spend your life talking about your clients’ lives. Of course, that works, but a picture […]

From a UX point of view, it’s very, very good. Without any major training – simply a quick walk through of how it works – I have been able to intuitively use it. It’s easy – certainly the easiest cash flow modelling tool I’ve used in my career. Another tool might be all singing, all dancing, but […]