Cashflow Planning Software – Easy integration into every service, powerful algorithms, intuitive handling

Cashflow Planning Software – Easy integration, powerful algorithms, intuitive handling


The calculation is simple: If you want to offer 10 distinct financial services, you need 10 software solutions. Really? No, PLEASE! Our clients, as well as experts in the UK, tell us exactly that this as a huge problem. We perfectly understand. That's why we focus on technology that tackles this inefficiency and solves this issue. To be more specific – all our solutions are built on our API-based platform, which delivers best-in-class performance and offers multi-integrability.

Our Cashflow Planner provides the evidence. It allows cashflow planning to be embedded into any service. On top of that, it redefines cashflow planning by striking the perfect balance between complexity and simplicity.

Given the highly positive user feedback, we made the decision to invite all UK advisers to test it for free. Register now and don't miss the launch of our free UK Cashflow Planner in ...

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Hours

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aixigo's Cashflow Planning Software for UK advisers at a glance

Fully compliant with UK regulations, aixigo's Cashflow Planner offers a superior user experience and is easy to use right from the start. Thanks to the API-first approach, it allows for easy and quick integration into existing and prospective services and infrastructures. In addition, by being part of the aixigo:BLOXX Wealth Management Platform, the range of capabilities can be easily extended by other aixigo:BLOXX modules to provide all functionalities for professional investment advice and wealth management. 

Our Cashflow Planner will be available in two versions, which offer the following functionalities:

Cashflow Planner Free*

£ 0

✔ Lifetime Cashflow Planning

✔ Comprehensive Income Planning

✔ Retirement Planning

✔ Investment & Wealth Planning

✔ Loans & Liabilities

✔ Protection Planning

✔ Estate & Inheritance Tax Planning

✔ Automatic Investment & Reallocation Rules

✔ Stress Testing

✔ Regulatory Compliance (FCA)

✔ 10 Advisory Cases/Month

PRE-REGISTER NOW

Cashflow Planner Premium

£ 50

✔ Lifetime Cashflow Planning

✔ Comprehensive Income Planning

✔ Retirement Planning

✔ Investment & Wealth Planning

✔ Loans & Liabilities

✔ Protection Planning

✔ Estate & Inheritance Tax Planning

✔ Automatic Investment & Reallocation Rules

✔ Stress Testing

✔ Regulatory Compliance (FCA)

✔ Unlimited Advisory Cases

✔ Comprehensive Reports

COMING SOON
* Only the Premium version provides the restful API

Not yet convinced? Find more information and details in our brochure.

GET THE BROCHURE

What are the benefits of the Cashflow Planner?

Free for UK advisers

Easy & intuitive to use

High modularity based on aixigo:BLOXX

Multi-integrable thanks to powerful API

    Free for UK advisers
    Easy & intuitive to use
    High modularity based on aixigo:BLOXX
    Multi-integrable thanks to powerful API

  • Free for UK advisers Open or Close

    aixigo's Cashflow Planner is a software solution designed specifically for UK advisers and their requirements. Therefore, it is fully compliant with UK regulations. The Cashflow Planner Free is offered to UK advisers free of charge. (Differences between the Free and Premium versions are described above).

  • Easy, intuitive to use Open or Close

    Thanks to the lean user interface, aixigo's Cashflow Planning Software offers a first-class user experience and is easy and intuitive to use. This means that the Cashflow Planner is fully operational from the first moment of use – just jump in and get started! There's no need for additional training.

  • High modularity based on aixigo:BLOXX Open or Close

    aixigo's Cashflow Planner is only one small puzzle piece within the big picture. By being part of the API-based aixigo:BLOXX Wealth Management Platform, the Cashflow Planner can be easily and flexibly extended with further high-performance aixigo:BLOXX modules. In this way, the entire advisory journey can be mapped to enable a first-class and professional investment advisory and wealth management services offering. Create your own, individualised advisory journey – perfectly suitable for your and your client's needs and requirements!

  • Multi-integratable thanks to powerful API Open or Close

    Another use case – another software? With aixigo's Cashflow Planner, this is no longer necessary. Thanks to our API-first approach, the Cashflow Planner is multi-integratable. It allows for quick, easy and seamless integration into existing and future infrastructures and services. This eliminates the need to use numerous isolated solutions.

To get an even better impression of the Cashflow Planner's capabilities, check out our demo or secure your access to the Cashflow Planner now.

PRE-REGISTER FOR ACCESS

Watch our

DEMO!

 

WATCH THE DEMO

Watch our DEMO!

HubSpot Video

WATCH THE DEMO

You want to learn more about aixigo's Cashflow Planner?

Discover our brochure.

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You want to learn more about aixigo's Cashflow Planner?

Discover our brochure.

What functionalities does it offer?
What are the Cashflow Planner's highlights?
Which business values does it provide?
DOWNLOAD THE BROCHURE
DOWNLOAD THE BROCHURE

Questions? Find answers to the most frequent questions.

How do I get started? ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎

This page allows you to pre-register for aixigo's (free) Cashflow Planner. Provided you have confirmed the double opt-in email (which allows us to contact you), you will receive further information from us onwards. In particular, we will notify you about the launch of the software, and you will receive direct access on August 30th. You will receive an email with a link which allows you to start using the software right away.

Additionally, from August 30th, a premium version will be available. This premium version will offer you additional benefits and will be available via subscription. Detailed information will follow.
 

Is Cashflow Planner Free really free to use? Is there a limit?

Our Cashflow Planner Free is in fact free of charge for you and its provision is for an unlimited time. In other words: You can convince yourself of our Cashflow Planner without any risk or obligation. However, the free version offers certain limitations compared to the premium version. If you wish, you can upgrade to the paid Cashflow Planner Premium at any time to increase the functionality. 

Is the data I process in the Cashflow Planner secure?‎ ‎ ‎‎ ‎ ‎‎

As we value your data, we store any provided information in a protected cloud infrastructure. Only experienced operators of aixigo have access to this secure environment. Of course, this applies specifically to the persisted data of you and your clients. We might use your personal data for lead tracking and further sales activities. However, we will never expose data to third parties without your explicit consent. You may find more information in the Terms of Service and Privacy Policy of the aixigo Cashflow Planner.

Why is the Cashflow Planner offering limited to UK advisers?

aixigo's Cashflow Planner is specifically designed to meet the needs and requirements of UK advisers and their clients. This means, in particular, that it complies with the UK-specific regulatory requirements of the FCA. As such, the software is only suitable for UK advisers. 

Do you provide other solutions for Wealth Management?

aixigo's Cashflow Planner is just one module of the aixigo:BLOXX Wealth Management Platform. The high-performance aixigo:BLOXX provide all technological capabilities for the application in investment advisory, portfolio monitoring and analysis, portfolio management and cashflow planning.

By being part of our API-based Wealth Management Platform, the Cashflow Planner can be easily and flexibly extended with further high-performance aixigo:BLOXX modules. In this way, the entire advisory journey can be mapped to enable a first-class and professional investment advisory and wealth management services offering.

→  LEARN MORE

 


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