Adviser asset


The new AdviserAsset cashflow planning tool

Advisers who worked with us to develop our new cash flow planning tool told us that some tools are hugely complex and unwieldy, while other tools and approaches can be very simple, but these can be inflexible, fragmented, and often lack the depth of analysis needed.

Advisers also told us that cash flow tools are getting increasingly expensive, with one tool provider over doubling subscription charges in the past year!

So we’ve squared the circle. We’ve worked with advisers to build a tool that;

  •  is very quick and easy to use, even for the most complex of client circumstances,
  •  is highly flexible, and,
  • effortlessly produces highly insightful data and graphs for your client report.

…and the cost is less than half that of other tools of this type.

The AdviserAsset cash flow planning tool includes the ability to;

  • set income and expenses which can fluctuate over time to reflect the most varied of client circumstances,
  • set-up any form of savings pot and easily model contributions to and withdrawals from savings pots,
  • apply any taxation adjustment and undertake taxation what-if analysis,
  • easily toggle between absolute values and values in today’s terms,
  • stress-test your plan by applying user defined market events, or by quickly and easily running Monte Carlo simulations that are fully integrated with the cash flow plan,
  • take snap-shots of the emerging plan as-you-go to provide a powerful set of easy to understand graphics for your client report.


Here is what some advisers have said to us in the first week of launch...


  • I enjoyed your presentation this morning and I have also replayed the video on your website. (Joe Z)
  • Good morning Colin and thank you for the WebEx it was good. Can you please set me up for the trial. (Nigel M)
  • I've just attended the cash flow demo, which was excellent. (Mike G)
  • Hi Colin, can you add the cashflow tool onto our subscription. (John D)
  • Can we add it as a module – it looks brilliant. (Mike H)
  • We sat in on your online demo this morning and think the tool could be very useful for us. (Phil B)
  • Overall I am impressed with what you have developed and would like to go ahead as discussed. (Peter O)
  • Thank you for the webinar. We would like access to that tool. (Dean R)
  • We were both impressed by the Cash Flow Tool and think it would fit nicely with our proposition. Please can you switch this facility on, for us to use asap. (Mark W)
  • I am using your cash flow modeller and I like it. The Monte-Carlo forecast, and ability to have different income / expenditure Periods is brilliant. (Gareth C)
  • We are impressed. Please can you arrange for me to have a trial access so that I can kick tyres and understand how this fits in with our reporting processes (Simon G)
  • Please could you add the Cash Plan to my subscription. I think a figure of £14.00 pm was quoted when I watched the presentation? Really understandable & effective tool at an affordable price. (Ray F)

Want to know more, see a demo or take a trial?

Then take a minute now to contact us using the link at the top right of this page.






'must-see' video on risk profiling 

Hear how regulatory concerns have driven the shape of our new risk profiling tool.

AdviserAsset platform ratings

Our Platinum platform rating are now live.