CacheFlo Pro
for advisors

CacheFlo Pro for advisors

JANE SMITH
First strategy
OVERVIEW
INCOME
ASSETS
DEBTS
EXPENSES
REFINANCE
OPPORTUNITY
GENERATE STRATEGY
Overview
Gets You Ahead
$146,480.00
$5,000
$1,200
Money Found
$1,500
Spendable
$288/week
$900
$2,253
$250,000

Show your clients how to find more money to invest in their future

Get started
JANE SMITH
First strategy
OVERVIEW
INCOME
ASSETS
DEBTS
EXPENSES
REFINANCE
OPPORTUNITY
GENERATE STRATEGY
Overview
Gets You Ahead
$146,480.00
$5,000
$1,200
Money Found
$1,500
Spendable
$288/week
$900
$2,253
$250,000

How it works

Money Found
$1,500
The Gap
Total Income
Monthly $5,000
Committed Cash Flow
Monthly $2,253
Spendable
Monthly:
$1,247.00
$288/week
Caution
Safe
Danger
100%
$300
$300
$500
$400
Monthly
Monthly
Monthly
$100
Vacation fund
$0
Monthly
Principal payments
Emergency savings
Retirement savings
$0
$0
New
Current
Frequency

Connect with your clients

Instantly send your clients a personalized client intake through CacheFlo Pro to collect their financial information.

Give your clients control

CacheFlo Pro calculates a personalized spendable number to make better spending decisions easier for your clients, while still giving them control.

Spendable
Monthly:
$1,247.00
$288/week
Caution
Safe
Danger

Invest in your clients' future

CacheFlo Pro can quickly find your clients more money for you to put towards their financial goals, such as going on vacation, becoming debt free, and securing their retirement.

Keep your clients on track

Quickly create a custom report in CacheFlo Pro that outlines your clients' strategy, so they know how to stay on track.

Savings
Debt Reduction
Short-Term Goals

Who you can help

Borrowers
Increase lending referrals
Pre-retirees
Maximize planning opportunities
Gain competitive advantage
Create deeper connections
Home buyers
Reduce initial risk evaluation
Young professionals
Build financial capability
Transactional clients
Compete beyond products

Try CacheFlo Pro today

Start free trial