Cashflow modelling survey

22 December 2020

Intelliflo and i4C recently did a joint survey to their customer base to ask them whether cashflow modelling forms part of their advice process and if so, how.

Key findings of this extensive research included:

  • Almost three-quarters put cashflow modelling tools top for helping clients meet their long-term goal
  • Cashflow modelling has helped two-thirds of advisers reduce client worry in the pandemic
  • Yet, only a third use cashflow modelling with all clients and less than half use it at milestone moments