Cashflow modelling survey

Cashflow Modelling 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