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Overview
The new Holistic Cashflow module has been modularised to streamline and simplify financial advice modelling.
This modular design lets you focus on individual components of your cashflow model, improving navigation and enabling smoother scenario-building.
The Primary sections of this module are:
All - Allows you to see all your created Scenarios as a list
Financial Summary - Allows you to see all your client's Financial details as entered in Fact Find
Cashflow Modelling - Allows you to develop comprehensive financial modelling to support your advice
This guide specifically focuses on the module's All section.
The All section is the repository of all the modelling you have created for a specific client. It provides a clear breakdown of your existing Scenarios and shows a comprehensive view of their Holistic Cashflow Scenarios.
This section is designed to help advisers manage and organise various financial plans effectively and plays a crucial role in improving financial forecasting and management.
👉 Here’s how it functions
Overview of Scenarios:
The All section lists all existing holistic cashflow scenarios, enabling advisers to easily view and access different client financial plans in one place.
Scenario Management: Advisers can sort, filter, and manage these scenarios, making it simpler to compare cashflow projections, adjust variables, and track progress over time.
Decision Support: By providing a clear snapshot of all scenarios, advisers can make informed decisions on behalf of clients, adjusting strategies based on updated financial data.
Access
To access the All section within Holistic Cashflow, navigate to Holistic Cashflow by going to a client account, hovering over the Cashflow tab and selecting Holistic Model from the options.
There are two ways to access the Financial Summary window
No Existing Scenarios/First Scenario
If you have never created a scenario, you will land on the Create Scenarios dialogue.
Select Create New Scenario to begin building your financial scenario. This is the first step in crafting a tailored financial plan that meets your client's needs.
A confirmation pop-up will show with an editable system-created Scenario Name field and a confirmation button. This field is editable. Select Create Scenario+ to create the new Scenario.
Once your scenario is created You will land on the Snapshot view in the Financial Summary window.
Select the All Tab from the top left tabs menu to access the section and manage your scenarios.
Previously Created Scenarios
If you have existing scenarios within the Holistic Cashflow module, you will land in the All section showing a list of existing scenarios when you open the cashflow scenario.
How to Manage Your Scenarios
The All tab offers several powerful features that help you manage your forecasting efficiently. These functions are designed to give advisers flexibility in handling various client scenarios:
Open
To open an existing Scenario Select the scenario by clicking on the scenario name or ticking the tickbox before it, and using the Open button to open it.
You will land on the Snapshot view in the Financial Summary window. Follow the Financial Summary Instructions to manage your clients' data. Select The Cashflow Modelling tab to model a cashflow scenario.
📌Note
Currently, you can only open a single scenario at a time - the multi-open single-click feature is in development and will become available in future releases.
Returning to the All section, and opening additional scenarios will open them in additional tabs alongside each other for easy comparison.
💡Tip
You can have a maximum of 5 scenarios open for comparison simultaneously.
Create a New Scenario
Select the Create New button to create a new scenario.
A confirmation pop-up will show with an editable system-created Scenario Name field and a confirmation button. This field is editable. Select Create Scenario+ to create the new Scenario.
💡Tip
Make sure the name you give the scenario is descriptive to make it easier to compare scenarios
Once your scenario is created You will land on the Snapshot view in the Financial Summary window.
Follow the Financial Summary Instructions to manage your clients' data. Select The Cashflow Modelling tab to model a cashflow scenario.
Returning to the All view will show your new scenario in the list.
Edit Scenario Name
To edit the name of an existing scenario, hover over the scenario name, a grey pencil icon will show. Select the Pencil/Edit button.
The scenario Name field will become editable, type in the adjusted name and click out of the field. The new name will be the default and a confirmation dialogue will show.
Delete
To delete individual scenarios, select the three dots in front of the scenario name and click the delete button that shows.
A confirmation prompt will allow you to cancel the action. To continue with the deletion select Yes, Delete.
This action will permanently remove the selected scenario from your system, helping you manage and organise your forecasting more efficiently.
To delete multiple scenarios, select the tickbox next to each scenario you want to remove. Once selected, choose the Delete button to finalise the action.
A confirmation prompt will allow you to cancel the action. To continue with the deletion select Yes, Delete.
This action will permanently remove the selected scenarios from your system, helping you manage and organise your forecasting more efficiently.
Pin
The new Pin Scenario feature allows you to prioritise and easily access key scenarios. Pinned scenarios remain readily available and organised.
To pin a scenario in the All section, just click on the pin icon next to the scenario. The pinned scenario will then appear at the top of the window under the Pinned heading, making it easier to access the scenarios you are currently working on. To unpin the scenario and remove it from the pinned area select the Pin again.
📌Note
Scenarios can also be pinned from the Scenario sections. These will show under the Pinned heading in the All list