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What is EATT?
EATT 2024 Disturbance Demo – FinCalc
Synopsis:
- Holistic Financial Snapshot: How cashflow modelling can provide a comprehensive overview of your client’s financial landscape, allowing advisers to conduct an initial sense check.
- Efficient Shortfall Mitigation: How cashflow modelling can streamline the process of identifying and addressing shortfalls in financial plans.
- Goal-Oriented Planning: Use of cashflow modelling to scrutinise specific financial goals, especially focusing on retirement objectives.
In their own words:
- Elevate your financial planning with FinCalc, where our proposition is centred on cashflow modelling.
- Utilising our tools enables advisers to perform a thorough initial sense check of clients’ financial positions.
- The focus is on goal-oriented planning, particularly in achieving retirement objectives, as the modelling allows for scenario simulations and personalised strategies.
- A standout feature is the automatic shortfall funding, which efficiently analyses and implements retirement income strategies.
Our Analysis
Website
Company Info
HQ: UK
Founded: 1992
Product Displayed: FinCalc’s Cashflow Modeller
Presenter: Gavin Shears
