Adviser asset



Here is what advisers have said about our cash flow modelling tool in the first week of launch


Adviser feedback...


  • 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)

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The new adviserasset cash flow planning tool

Very quick and easy to use, but high flexible and providing deep levels of insight.


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