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Quilter LifeCash


4.0 ( 0 ratings )
Finans
Geliştirici: Lifecash
ücretsiz

At Intrinsic our approach to investment advice is based on clearly understanding the client’s financial situation, their goals and how much risk they are prepared to take with their money. The Intrinsic LifeCash app provided exclusively to Intrinsic financial advisers is a lifetime cashflow planning/forecasting tool that supports the adviser in helping their clients identify lifestyle goals in retirement, see a clear picture of their financial future and with advice from the adviser build a plan to meet their goals. Intrinsic LifeCash is easy to use and enables the adviser to maintain their back office systems, fund management and fund analysis tools, whilst utilising the latest tablet technology to present client recommendations with stunning visual results on the iPad.