Aixigo’s cash flow planning tool allows UK financial advisers to create lifetime financial forecasts for clients. This software models assets, income, pensions, and inheritance tax. It generates visual reports for individuals or couples, supporting various financial planning scenarios and API integration for existing adviser systems.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

This content is restricted to organisations that participate in our wider services – if you would like to learn how you can get access to this please contact AdviserSoftware.com on 020 3740 0000 or [email protected].

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request

OTHER PRACTICE AREAS: