Our clients, as well as experts in the UK, tell us exactly that this is a huge problem. We perfectly understand. That is why we focus on technology that tackles this inefficiency and solves this issue. To be more specific – all our solutions are built on our API-based platform, which delivers best-in-class performance and offers multi-integrability.
Our Cashflow Planner provides the evidence. It allows cashflow planning to be embedded into any service. On top of that, it redefines cashflow planning by striking the perfect balance between complexity and simplicity.
aixigo's Cashflow Planning Software for UK advisers at a glance
Fully compliant with UK regulations, aixigo's Cashflow Planner offers a superior user experience and is easy to use right from the start. Thanks to the API-first approach, it allows for easy and quick integration into existing and prospective services and infrastructures. In addition, by being part of the aixigo:BLOXX wealth management platform, the range of capabilities can be easily extended by other aixigo:BLOXX modules to provide all functionalities for professional investment advice and wealth management.
Our Cashflow Planner will be available in two versions, which offer the following functionalities:
Cashflow planner free* £0
- Lifetime Cashflow Planning
- Comprehensive Income Planning
- Retirement Planning
- Investment and Wealth Planning
- Loans and Liabilities
- Protection Planning
- Estate and Inheritance Tax Planning
- Automatic Investment and Reallocation Rules
- Stress Testing
- Regulatory Compliance (FCA)
- 10 Advisory Cases/Month
Cashflow Planner Premium £50
- Lifetime Cashflow Planning
- Comprehensive Income Planning
- Retirement Planning
- Investment & Wealth Planning
- Loans & Liabilities
- Protection Planning
- Estate & Inheritance Tax Planning
- Automatic Investment & Reallocation Rules
- Stress Testing
- Regulatory Compliance (FCA)
- Unlimited Advisory Cases
- Comprehensive Reports
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