Our Planning tools are designed to help you create better financial plans for your clients. With over 20+ tools to choose from covering all aspects of financial planning, each one produces an informative report which is easy to understand.
Use the country's market-leading Cashflow Modeller to create powerful and engaging lifetime cashflow plans.
The perfect introductory tool for those who are new to cashflow modelling.
Run stochastic simulations to help determine the likelihood of a pot staying above a certain threshold.
Stress test your client's cashflow forecasts to help clients prepare for market peaks and troughs.
Test your client's capacity for loss to help determine the likelihood of achieving their objectives.
Map out your client's key life and financial events on a visual timeline.
From pension forecast to drawdown, help demonstrate the impacts on your client's retirement.
A range of Mortgage Tools to help you plan for a property purchase.
Plan for first and second deaths of couples with individual assets and liabilities.
From chargeable gains to tax relief calculators, help clients understand their investment decisions.
Life Insurance, Critical Illness and Income Protection calculators to help clients maximise their income security.
All calculators and tools produce a concise and engaging report, filled with everything your client needs.