Essential resources for advisers, compliance officers and firms.
Create more meaningful client conversations
A cash flow plan is more than numbers. It brings your client’s financial future to life, helping them to engage with their choices and demonstrating the value of your advice.
Together, you can have a conversation, ‘What if you retired five years earlier? And withdraw a lump sum when you do?’ Our user-friendly functionality enables you to model answers to questions like this in moments. An independent review by ‘The Paraplanners’ concluded that Dynamic Planner’s cash flow modelling was the easiest in the market to use, allowing you to easily share your screen with a client.
Alongside the assurance of receiving high quality financial advice, many clients look for guidance about the timing of significant life events such as retirement, or the affordability of certain activities. As these questions are so common, Dynamic Planner’s cash flow modelling tools enable your firm to add value for every client.
A complete cash flow plan in minutes, not hours
- Create and compare scenarios to illustrate different possible futures
- Quickly create simple and engaging reports for your clients
- Save time by automatically pulling through data from other areas of Dynamic Planner, including valuations, arrangements and Client Access data
- Adjust inflationary drivers, expenditure levels and disinvestment priorities
- Invite your client to enter their own income, expenditure and goals
- Personalise the plan by adding goals and milestones
“Dynamic Planner halves the time for you to do a cash flow, because the information is there from a review. You can get something out to a client in half an hour. That’s real-time advice. I like that.”
Paul Swan, Financial Adviser
Swan Financial Services, part of Quilter Financial Planning
Read Case Study
A stochastic cash flow model driven by integrated data
Our cash flow module is purposefully easy to use and underpinned by robust technology and careful design choices.
Driven by our industry-leading risk model, Dynamic Planner is stochastic, enabling you to demonstrate the uncertainty of long-term financial planning while providing actionable guidance around potential outcomes.
The cash fow planning module is fully integrated with the rest of Dynamic Planner, efficiently bringing client data across from different areas of the platform. Arrangements and sources of income and expenditure automatically pull through, leaving you free to explore your client’s future in a natural conversation.
