Retirement strategies needed to deal with inflation and rising costs of living
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Whether you're gathering personal and financial information when onboarding clients or gathering information ahead of an annual review meeting, securely digitalising the process not only engages your clients in the financial planning process, but adds efficiency and saves you time.
Assess your client’s attitude to risk by sending them an Attitude to Risk Questionnaire (powered by EValue) from within their secure Portal, bringing together key parts of ‘know your client’ into one location.
We are delighted to announce that CashCalc has introduced a Cashflow Modeller which includes tax calculations, enabling you to start accounting for tax rates, thresholds and much more. Currently only available for BETA users.
To help with your ongoing Anti-Money Laundering (AML) obligations, we automatically check the Sanctions List for individuals or entities matching your clients’ details and display the results for free within the AML section of CashCalc.