Rosemount IFA launches cashflow modeller tool Mortgage Strategy

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Rosemount Financial Solutions has launched a free cashflow modeller tool for adviser members.

The tool has been developed internally by Rosemount and will provide advisers with the ability to provide clients with personalised reports outlining their potential financial futures and the impact of decisions on their eventual financial health.

Advisers can produce branded reports using the tool, which includes the firm’s logo and primary branding colours.

The cashflow modeller toll is available through its adviser portal, which was launched earlier this year.

The portal has been upgraded based on adviser feedback, offering a centralised hub for accessing tools, documents, and business intelligence.

Rosemount Financial Solutions chief executive Ahmed Bawa says: “The cashflow modeller tool is something many advisers have requested, so I’m delighted to see it go live. These tools are an essential element of an adviser’s toolkit, allowing them to paint a distinct, personalised picture for their clients.”

“By demystifying finance and showing the impact in pounds and pence that decisions today can have on the future, advisers are better able to guide clients towards making the right choices for their long-term financial health.”


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