Join us for an introduction to the Cashflow module within Defaqto Engage.

This webinar will run every Monday and Wednesday at 11:00am.

With our Cashflow Modelling module, you can build a fully integrated financial life plan for your clients.

You will benefit from a consistent methodology throughout your entire advice process and see how different scenarios will impact a client’s lifestyle – considering their income; predicted asset and investment growth and how they use their assets (like downsizing or using Equity Release).

If no times are showing please contact training@defaqto.com or 01844 295544