Cashflow Modelling

Kate_D · December 2017

Hi, I am researching a cash flow modelling tool, particularly for demonstrating sustainability of decumulation in retirement. Does anyone have any recommendations? We are an independent firm and so I would prefer a tool not linked to a provider.

Jona · December 2017

Voyant - if you want to incorporate cashflow modelling generally into your advice process.

CashCalc - might be a lighter touch if just using with certain client types.

They are the main two I have used....

benjaminfabi · December 2017

Voyant for me too.

Navigator · December 2017

Voyant is great but for simpler cases or high-level thinking, I really like Moneyscope.

Kate_D · December 2017

Thanks for your help, I will look at these, I had heard that Voyant was good.

amarshall · December 2017

Another (late) thumbs up for Voyant from me

Cashflow Modelling

Comments