Iress is a leading technology provider in the financial services sector, delivering solutions that streamline advice processes and improve client outcomes. Its Cash Flow Planning capability addresses a critical need for advisers helping clients visualise their financial future and make informed decisions. By combining detailed modelling with intuitive presentation tools, Iress enables advisers to deliver personalised, compliant, and efficient financial planning.

Cash flow planning is no longer a luxury, it is an essential part of holistic financial advice. Clients expect advisers to demonstrate the impact of decisions such as retirement age, spending habits, and investment strategies. Iress provides this functionality through a combination of Visualise, Xtools, and the detailed cash flow engine within Xplan, creating a flexible toolkit for both advisers and paraplanners.