True Potential’s Cash Flow Forecast is a financial modelling tool designed to help advisers project income, expenditure, and investment outcomes over a client’s lifetime. It covers retirement accumulation and decumulation planning, tax modelling, and market event stress testing. The tool sits within the True Potential adviser site, so advisers and paraplanners access it from a client file without leaving the platform. Built in-house by True Potential’s development team, it launched recently as part of the firm’s broader technology offering.