Solution introduction
An Estate & Cash-Flow Planning Tool
Interactively demonstrate advanced estate planning strategies, address client cash flow questions, and model dynamic net worth over time
Transform the way your clients view and interact with their finances. Cashflow planning can be viewed at a high level and quickly show how strategies can impact the client’s assets and drill down to the cashflow detail as needed. Advisors can even demonstrate the transition of wealth between generations, the impact of establishing trusts, and the potential benefits of various gifting strategies.
