Which cashflow modelling tool???
EmmaMc
Member
Hi all, I'm interested in hearing your views and experience of cashflow modelling tools. We're after a VERY client-friendly interactive tool, which is simple to use without the need for very extensive input. Has anyone used Truth? We find Voyant a bit too complex for our current needs. Have recently used the LV Retirement Pathfinder useful but it's only suitable for retirement planning - if we could find something that has the same sort of 'feel' to cover a wider range of FP needs that would be great. Thanks v much.
Comments
https://cashcalc.co.uk/
* cashcalc
* Moneyscope (vested interest klaxon)
* Lifecash (if you have an iPad)
Planlab is a good half way house between those 3 and Voyant/Truth.
Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern.
Have a look at 7IMagine. Very client friendly and free to use (iPad only I think though)
Otherwise CashCalc will do the job for you or you might consider Dynamic Planner
Thanks
We are currently using a tool which is in Beta testing stage (due to be launched live in April) which combines the complexity of Voyant and Truth with the simplicity of Cashcalc. The output is specifically being aimed at paraplanners to help with reports, factfinds and reports but with the visibility for clients to easily understand the inputs and outputs in meetings. If you would like a demo I can easily arrange this with the developers at no cost to you.
Regards
Rob
'Examhelp' yes I'd agree with that. Thanks very much Rob - that sounds interesting. I'd be interested in getting some info on this, thanks for the contact details!!!