Cash Flow Mapping
Help your clients tell their money where to go instead of asking where it went!
Help your clients tell their money where to go instead of asking where it went!
Cash Flow Mapping is simple software that removes complexity from cash flow analysis, enhances understanding and communication, and improves retention and profitability. All too often, cash flow analysis is frustrating and fruitless for both clients and planners. But if you do it right, you can increase your client's wealth and earn more business.
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