In this third episode in our new short four video series with Aachen, Germany-headquartered aixigo, we speak with Jamie Keen, Country Manager, UK & Ireland at aixigo, about the main requirements of a cashflow planning solution and how to get the most out of it.
Specifically, Jamie answers the following questions:
- Considering the needs of wealth managers in the UK, what are the main components they require of a cashflow planning solution and why?
- How can a wealth manager make the most out of a cashflow planning propostion and the software behind it?