Adding value for your clients – Cash flow planning
24 April 2023
Cash flow planning is one way you can showcase the quality of your service for a client, creating something for them that they will value. It supports a client’s understanding, another outcome under the Consumer Duty, concerning the different impacts markets can have on their investments in future.
In one visual, it captures their financial plan over the entirety of their lifetime, enabling them to make informed decisions about how they are spending their money today, or saving it for tomorrow.
In financial planning system Dynamic Planner, cash flow planning is fully integrated with all other processes, so a client’s information and latest valuations automatically and efficiently pull through. If you wish, you can invite a client digitally to engage with the process and share with you their income, expenditure and goals. Information is seamlessly imported to eliminate rekeying.
Learn more about cash flow in Dynamic Planner.
