What is the future of cashflow planning?
Ray Adams, Chartered Financial Planner and founder of CashCalc, recently joined the NextGen Planners BIG Breakfast series to discuss the future of cashflow planning, as well as the importance of digitally engaging with clients.
During the 10-minute talk, which was live streamed during May 2022, Ray explained why you should consider digitally onboarding your clients and how this could positively impact your entire financial planning process.
Ray also offered his insight into the future of cashflow planning, focusing on how an integration between CashCalc and FE Analytics can really enrich the cashflow plans you create for your clients.
The talk ended with Ray providing a glimpse into what brand-new developments you can expect from CashCalc, specifically how upcoming integrations could benefit your financial planning process.
Ray explained how integrating with your chosen platform provider and enabling straight-through processing could not only help eliminate the need to re-key client information, but also save time when preparing for an annual review by bringing data back from the platform (such as transactional history).
If you'd like to find out more about any upcoming integrations with platform providers, please click here and login to your account. This will take you directly to our platform integrations page, where you can also register an interest.