We have rolled out a series of developments in recent weeks to bolster our financial planning software and help advisers drive down the amount they spend on technology each and every year.

The most recent additions to the planning and modelling software include the quick to set up ‘Back-of-the-envelope plans’ which are a great place to look at What-If scenarios and have early conversations with a new client.

And, most significantly, a new cashflow element that empowers advisers to see how sustainable a client’s spending is. It benefits from several slick features that mean advisers can show clients how they can pay for specific goals and the effect of taxes and inflation/deflation, for example.

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