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Cashflow INSITE

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November 23, 2010     Hits: 789    
 

Company Info

Company Name:
Data Last Updated:
  • November 22, 2010
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • (204) 272-7173
Year Founded
  • 2006
Number of Employees:
  • 5

Software Overview

Format:
Size of Firms Targeted:
Target Market:
Number of Firms Using:
  • 100

FP Features

Modules:
Accumulator Phase:
Retirement Phase:
Asset Allocation Assumptions:
Types of Reports:
Secondary Analysis:
Monte Carlo Analysis:
Client Portals:

Pricing

Pricing Based By:
Trial:
Initial Training:
Support:

Integrations

Outsource Solutions:
Portfolio Management Systems:
CRM:
Account Aggregation:
Financial Planning:
Rebalancing:
Analytics:
Document Management:
Websites:
Client Portals:
Form Fill:
Custodian:
IPS Software:
Web Reporting:
Report Packaging:
College Planning:
Other Applications:
Total System:

Security

Security Functionality:
Other Security Enhancements:
  • None

Cashflow INSITE™ enables Financial Advisors to integrate client spending information into financial planning tools, and gain a better understanding of their clients' financial situation, income, and spending.

Cashflow INSITE™ enables Financial Advisors to integrate client spending information into financial planning tools, and gain a better understanding of their clients' financial situation, income, and spending. As well as improving the advisor/client relationship, advisors can help their clients find money to invest using Cashflow INSITE™ by analyzing client spending and identifying areas where changes can be made.

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