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Cashflow and Drawdown Reviews

Our Cashflow and Drawdown suite enables you to model multiple scenarios for your clients to determine the best use of their savings and investments in achieving their financial goals.

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Key Features

Comprehensive cashflow forecasting report to assess the sustainability of your clients’ financial goals.
Target income, sustainable income and shortfall analyses, provide insights into actions your clients can take to ensure their goals are achieved.
Includes comprehensive product & portfolio, fund or MPS research to enrich the review process.
Model various stress testing scenarios, from historical market events like COVID 19 and the 2008 stock market crash, to modelling based on indices or sectors.
Access to open market annuity quotes through Assureweb.
Integrated with a range of leading back-office CRMs.

Cashflow and Drawdown Reviews

The Benefits

Holistic Annual Client Reviews: An all-in-one solution for conducting annual client reviews – including portfolio past performance and product suitability together with assessing progress towards their financial goals.

Comprehensive yet easy to use: the software supports detailed lifestyle planning yet is also very straightforward to use for more day-to-day client reviews.

Seamless integrations: Easily import data with just a few clicks from leading back-office CRMs.

Award Winning Training and Support: Enjoy multiple weekly free training sessions. Your Subscription also includes unlimited access to our award-winning support team via phone, email or screenshare.

Cashflow and Drawdown Reviews

See a Sample Report

Please contact us here to see a sample report.

our testimonials

What our clients say about our Cashflow and Drawdown Reviews

"First class software that is easy to use, offers client friendly reports and is the best available."

David, Inglis Financial Advice

"Pension comparisons are easy to use and the helpline team are extremely helpful and quick to respond."

Sam, CYA Ltd

"I am an an early user and have seen how the plan has developed and improved. The help and support is good and the reports are very client friendly."

Kevin, Esteem Money Ltd

"Easy to use and great support at the end of the phone if required"

Christine, One Financial Solutions

"Simple to use, output is straightforward, including the underlying fund information. There is a lot for your money."

Tim, TKV Financial Management

"Great value system compared to others out there, simple to use, great support"

Chris, Bow Financial Services

"I find the system straight forward to use. I find that the system flows well and I can produce reports in a reasonable length of time."

Fiona, Clear Advice

"We like it, it does what we need while meeting the FCA's criteria."

Nick, Med-Ex Financial Advisory Services Ltd

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Cashflow and Drawdown Reviews

Related Products

In addition to our Cashflow & Drawdown software, we offer a comprehensive suite of other solutions, whether you need to conduct an annual client review, pension switch or consolidation, a DB transfer review or a fund or portfolio comparison, we have the software to help.

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