Show your clients the future with now:plan cash flow

An easier way to do investment, pension, and retirement planning with a ground-breaking cash flow modeller which fits seamlessly into now:advise, our broader advice and practice management solution.


Get started easily - get started now!

Not sure how you might use cashflow modelling in your firm? Take a look at our 'how-to' videos.

Modelling long term care

Modelling a DB to DC pension transfer

Modelling a "buy-to-let" investment

We're offering one month's free trial of now:plan cash flow for advisers who register today.

Engage...

  • Capture fact find information interactively with your clients
  • Outline and compare multiple scenarios quickly and easily
  • Select from, or create, a wide range of real life client events
  • Model growth based on your clients’ risk levels
now:plan cash flow modeller.

Discover...

  • Interactively model real-life client scenarios
  • Easily toggle factors such as products, events, assets...
  • Demonstrate market crashes and varying conditions
  • Drill down into charts to access underlying details
now:plan cash flow modeller.

Grow...

  • Drag and drop “what-ifs” to see real-time results
  • Flip between charts / tables and summary / detail views
  • Demonstrate the impact of inflation on future values
  • Produce professional, automated reports
now:plan cash flow modeller.
Moody's Analytics logo

With world-famous financial modelling expertise

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.

now:plan logo

Sign up for your free trial by visiting the Focus Solutions now:plan site

By signing up, you're joining a growing community of advisers who are making technology work for them.

now:plan cash flow gives financial advisers an easy and engaging way to create and explore financial planning with clients.

Or, call us on 0800 111 4803

Style mixer

Highlight colour


Header

Footer


Page layout

Background pattern