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Positive Solutions LifeCash


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Finanças
Developer: Lifecash
Livre

At Positive Solutions 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 Positive Solutions LifeCash app provided exclusively to Positive Solutions 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. Positive Solutions 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.