Advice Modelling
Create detailed, scenario-based financial plans that align with your clients' goals.
Holistic Cashflow
Everything you need to navigate and use our new Holistic Cashflow module
Holistic Cashflow - Financial SummaryLearn how to add and remove your clients financial information to the the cashflow scenario before moving on to modelling
Discover Holistic CashflowLearn how Holistic Cashflow in AdviserLogic integrates income, expenses, and projections to provide a complete view of client finances.
Holistic Cashflow - All Section - Manage Existing ScenariosLearn how to view and manage your existing cashflow scenarios in the Holistic Cashflow module
Holistic Cashflow - Cashflow Modelling Model Impactful ScenariosLearn how to model scenarios for your clients using the Holistic Cashflow module
SMSF in Holistic CashflowLearn how to model and create SMSFin the Holistic Cashflow module
Cashflow 2.0
Everything you need to know about using Cashflow 2.0
Cashflow 2.0 - ExpensesLearn how to manage expenses in Cashflow 2.0
Cashflow 2.0 - IncomeLearn how to manage Income in Cashflow 2.0
Cashflow 2.0 - Assumptions TabDiscover how Cashflow 2.0 applies assumptions to financial projections and how to review and modify them for accurate scenario planning.
Cashflow 2.0 - Net Position TabLearn how to leverage the Net Position Tab in Cashflow 2.0 to enhance your modelling
Cashflow 2.0 - Age PensionLearn how to use the Age Pension Tab in Cashflow 2.0
Cashflow 2.0 - AnnuitiesLearn how to Add annuities in Cashflow 2.0
Cashflow 2.0 - Pension TabLearn how to use and navigate the Pension tab in Cashflow 2.0
Cashflow 2.0 - Liabilities TabDiscover how to use the Liabilities tab in cashflow 2.0
Cashflow 2.0 - Assets TabUnderstanding the Assets Tab in Cashflow 2.0
Cashflow 2.0 - Cash Accounts TabLearn how to use and read the Cash Account tab in Cashflow 2.0