Best cashflow tool 2024
Momoneymoproblems
Member
Has anyone got any thoughts about anything better that integrates with IO other than Voyant? Is anyone using Truth, Evalue or Conquest for example? Is the support any good as Voyant are very quick to resolve queries?
Past due diligence has shown Cashcalc and Timeline have less sophisticated actuarial modelling than some of the more expensive tools so not interested in these.
Comments
Integration is a 'nice to have' that shouldn't determine choice of tool.
In my experience nothing comes close to Voyant across multiple categories and I can live with a less than great integration. I actually tell planners I work with that integration is bad, because if there's an error in the data on the back office system then it gets pulled into the cashflow by default. Having a manual rekeying process provides a built in opportunity to validate input.