Thanks to vast experience and the use of state-of-the-art technology, aixigo has developed a solution that redefines future cashflow advice by striking the perfect balance between complexity and simplicity.

aixigo’s Cashflow Planner is fully compliant with regulations, offers a superior user experience and is easy to understand.

aixigo’s Cashflow Planner offers the user extensive options for simulating cashflows as part of the advice process, taking into consideration the requirements of the FCA. All values are adjusted for inflation and calculated in real terms. All taxes (including income tax, capital gains tax, lifetime allowance, inheritance tax, pension transfer fees, etc.) are considered. Specific tax bands, thresholds and rates of increase for all relevant regions can be defined. The simulation of What-if Scenarios such as pension transfers, income drops, changes in the death age of a customer or market crash provide a holistic simulation.

aixigo‘s API based Cashflow Planner enables fast integration into existing infrastructures. Thanks to RESTful API, our software can be used in advisory services as well as offer on a firm’s own website, or even as online banking service – providing the perfect opportunity to engage with customers at each touchpoint. Furthermore, our RESTful API allows the integration of the Cashflow Planner into new services at any time.