The CFM is a new package designed to assist a
financial planner or adviser, analyse a client's financial position
and to model likely future cashflows. The analysis includes needs
and objectives, income and expenses, assets and liabilities, asset
allocation, attitude assessments, insurance evaluations and personal
risk commentary. Future client cash flows can be projected and scenarios
created to model alternative strategies. The package has a comprehensive
plan writing capability that links to Word to provide full financial
plans, investment reviews or other documents as required. Graphs
and charts are also output to these documents.
Plans can be transferred between systems, or via
email to a plan writing service.
Compiled Software owns
the CFM. At December 2003 the CFM was installed in 33 financial
planning sites in New Zealand.
Some sample screens from the CFM:
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