Wealth management platform aixigo is offering advisers a free cashflow planning solution, providing a range of different functionalities.
Advisers can now pre-register for the Cashflow Planner, which will be available from 30 August.
The firm says the tool “redefines cashflow planning by striking the perfect balance between complexity and simplicity” and is fully operational from the first moment of use.
Features include:
- Lifetime cashflow planning
- Comprehensive income planning
- Retirement planning
- Investment and wealth planning
- Loans and liabilities
- Protection planning
- Estate and inheritance tax planning
- Automatic investment and reallocation rules
- Stress testing
aixigo said the tool can be quickly integrated into existing and prospective services and infrastructures and the range of capabilities can be easily extended to provide all functionalities for investment advice and wealth management.
aixigo’s international customers, including Bank Vontobel, BNP Paribas, Commerzbank and Hargreaves Lansdown
