Show your clients the future with now:plan cash flow

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.

Model...

now:plan cash flow modeller.
  • 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

Engage...

now:plan cash flow modeller.
  • 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

Deliver...

now:plan cash flow modeller.
  • 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

Version 2.0 now available!

Version 2.0 of the now:plan cash flow modeller is now available

  • Go from fact find to chart in 30 seconds
  • Chart Inheritance Tax (IHT) Liability and Life Time Allowance (LTA)
  • Show what happens if the market crashes or varies
  • Include initial AND ongoing costs at product level
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Using 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.

Learn more about how we use Moody's Analytics stochastic modelling

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 pension transfer

Modelling a "buy-to-let" investment

Need some more help?

Our cash flow modeller help centre has more tips and tricks as well as a list of FAQs.

Help & FAQs
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Sign up for your free trial

Please note: the free trial period runs for one month from the date of registration.

By signing up, you're joining a growing community of advisers who are embracing the change, and 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