Which cashflow modelling tool???
Hi all, I'm interested in hearing your views and experience of cashflow modelling tools. We're after a VERY client-friendly interactive tool, which is simple to use without the need for very extensive input. Has anyone used Truth? We find Voyant a bit too complex for our current needs. Have recently used the LV Retirement Pathfinder useful but it's only suitable for retirement planning - if we could find something that has the same sort of 'feel' to cover a wider range of FP needs that would be great. Thanks v much.