At Quilter 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
Quilter LifeCash
What is it about?
At Quilter 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 Quilter LifeCash app provided exclusively to Quilter 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. Quilter 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.
App Screenshots
App Store Description
At Quilter 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 Quilter LifeCash app provided exclusively to Quilter 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. Quilter 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.
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