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 supply purchasers with personalised reviews outlining their potential monetary futures and the affect of choices on their eventual monetary well being.
Advisers can produce branded reviews utilizing the tool, which incorporates the agency’s brand and first branding colors.
The cashflow modeller toll is offered by means of its adviser portal, which was launched earlier this 12 months.
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 govt 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 ingredient 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 at the moment can have on the long run, advisers are higher in a position to information purchasers in the direction of making the suitable decisions for his or her long-term monetary well being.”
