Cashflow Fingerprint - Financial & Investment Planning Software
Description: Cashflow Fingerprint is a proprietary planning financial model that allows clients to see strategies that show the way to Financial Success.
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The Cashflow Fingerprint® calculates a sort of annuity of spending among all your clients' various cashflow sources, some of which can be volatile, so your clients can have predictable, steady cashflow. This predictability of cashflows allows your clients to maintain and enjoy lifestyles that are not linked to erratic and UNPREDICTABLE portfolio values and cashflow streams. Therein lies one of the main value propositions of the Cashflow Fingerprint®.
Cashflow Fingerprint® is an online financial planning tool that allows you to show your clients how a prudent investment strategy can help them reach a desired destination – Financial Success. Every investor’s needs are unique, and sometimes, those needs are also complex. Make sure your clients realize that your advisory team is focused on THEIR needs. Let the Cashflow Fingerprint® help you guide your clients to Financial Success.
The Cashflow Fingerprint® is different than other financial planning models, tools, or software in a number of ways. While most financial planning software assigns various probabilities to a range of assumptions to generate various outcomes, the Cashflow Fingerprint® uses asset class investing strategies and back tests those strategies against actual, empirical, historical data from the past 8 decades. Our clients tell us they believe results from historical data better reflect what might happen in the futu
Cashflow Fingerprint - Financial & Investment Planning Software