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Cash Flow Projections and Financial Planning

The client financial cash flow planner can also be completed within Money Advice +CRM by the advisor using a unique wizard reducing the time taken to enter client data.

The tool lets the user drag and drop various life time events onto the life time line of the client and calculate the savings required to meet the lifestyle expenses

These expenses are then plotted into a client cash flow projections report to show the income, expenditure and balance sheet. A detailed asset, liability and net asset worth can also be generated from the tool. The tool will be improved further to include projections for "What-if" scenarios.