Rosemount Financial Solutions has launched a free cashflow modeller tool for adviser members.
The tool has been developed internally by Rosemount and can present advisers with the flexibility to offer purchasers with personalised experiences outlining their potential monetary futures and the affect of selections on their eventual monetary well being.
Advisers can produce branded experiences utilizing the tool, which incorporates the agency’s emblem and first branding colors.
The cashflow modeller toll is offered by means of its adviser portal, which was launched earlier this yr.
The portal has been upgraded based mostly on adviser suggestions, providing a centralised hub for accessing instruments, paperwork, and enterprise intelligence.
Rosemount Financial Solutions chief government Ahmed Bawa says: “The cashflow modeller tool is one thing many advisers have requested, so I’m delighted to see it go reside. These instruments are a vital aspect of an adviser’s toolkit, permitting them to color a definite, personalised image for his or her purchasers.”
“By demystifying finance and exhibiting the affect in kilos and pence that choices in the present day can have on the longer term, advisers are higher capable of information purchasers in direction of making the suitable decisions for his or her long-term monetary well being.”
