Traditionally, the liquidity management has often been dominated by extensive and error-prone Excel spreadsheets. Our financial planning software for advisors shifts the focus to a more efficient and strategic approach. Automate reports and distribute them across the organization to accelerate the dissemination of information and improve data quality. Balance sheet tables and graphical comparisons of individual unit performance allow you to visualize and target strengths and weaknesses.

Another advantage of standardized liquidity management is the automation of data processing and evaluation. This significantly reduces the administrative workload and gives you more time to concentrate on providing strategic advice to your customers. Uniform procedures and standards for the central administration and coordination of financial data create a solid basis for cash flow planning. This leads to consistent and accurate financial reporting and makes it easier for you to make precise and data-based recommendations.

With our solid and standardized financial planning software a company can proactively minimize risks and be better positioned strategically. Consistent financial planning promotes clear and uniform communication between the various units and ensures seamless integration of financial data across all levels. This strengthens the company's financial resilience and creates a basis for long-term success and sustainable growth.