Online Training video - Introduction to Cashflow and Capital Modelling

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• Introduction to Cashflow & Capital

  Cashflow and Capital is a comprehensive modelling tool that Midwinter provides Users of AdviceOS who wish to capture their clients entire circumstances, including all income, expenses, assets, liabilities and insurances. It can capture information on ...

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  This page is a webinar presented in two parts, focusing on a case study of medium complexity from beginning to end; creating a client, updating fact find, completing product and strategy modules and then generating the advice document for the client. ...

• Settings

  Introduction The Settings Menu is where you should begin with Cashflow & Capital. It contains the basic information on your client and allows you to make changes to the settings used, determine significant dates for the scenarios that you wish to ...