UK Wealth Technology Landscape Report 2020: aixigo on Cashflow Planning

Financial cash flow planning is a highly complex matter. A whole range of external factors (e.g.  regulatory issues, tax treatment of various assets, inflation, growth rates etc.) have a significant impact on the customer's cash flow planning. A further challenge is the typically large gap between advisor and customer knowledge. The market offers a wide range of cash flow software. However, many solutions are either too complex or too simple to meet the objective of the advisory.

We have overcome these challenges by means of our solution, the aixigo Cashflow Planner. Furthermore, we differentiate ourselves from existing solutions by having all calculations based on net values! In this article by Christian Neuenhaus, you can find out what our solution looks like and what concrete benefits it generates for financial service providers, advisors and customers.  

Please contact us if you have any questions about the article or if you would like to discuss our offer with us. We look forward to talking to you.

 

 

 


 

You can read the article here:

UK Landscape Report


You can download the full UK Landscape Report here:

Download UK Landscape Report


Further information on aixigo's Cashflow Planner can be found here:

Cashflow Planner
 


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