now:plan cash flow gives financial advisers an easy and engaging way to show their clients the real value of good advice.
Easy to use, powerful and engaging, now:plan cash flow modeller gives you an easier way to do investment, pension, and retirement planning.
It’s a ground-breaking new tool which will let you deliver better client experiences and better client outcomes.
It also fits seamlessly into now:advise, our broader advice and practice management solution.
We're offering one month's free trial of now:plan cash flow for advisers who register today.
Version 2.0 of the now:plan cash flow modeller is now available
To deliver the best experience, our cash flow engine delivers updates in real-time as you drag and drop ‘what-if’ events around on the timelime.
And, to give you peace of mind, we’re working with Moody’s Analytics – unrivalled experts in the field of financial modelling – to build in more informed growth rates.
Not sure how you might use cashflow modelling in your firm? Take a look at our 'how-to' videos.
By signing up, you're joining a growing community of advisers who are embracing the change, and making technology work for them.
Or, call us on 0800 111 4803