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
$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 members
Instantly send your members a personalized client intake through CacheFlo Advise to collect their financial information.
S
Stephanie Holmes-Winton
to me
Hi Jane,
Your first step is to create your Winton account, which will provide me with the necessary financial information to start building your strategy.
Sign up for Winton
Give your members control
CacheFlo Advise calculates a personalized spendable to make better spending decisions easier for your members, while still giving them control.
Spendable
Monthly:
$1,247.00
$288/week
Caution
Safe
Danger
Invest in your members' future
CacheFlo Advise can quickly find your members more money for you to put towards their financial goals, such as going on vacation, becoming debt free, and securing their retirement.
Keep your members on track
Quickly create a custom report in CacheFlo Advise that outlines your members' strategy, so they know how to stay on track.
Savings
Debt Reduction
Short-Term Goals
Who you can help
Borrowers
Reduce initial risk evaluation
Underserved / unbanked
Build financial capability
Competing bank's customers
Create deeper connections
Home buyers
Improve responsible lending practices
Young professionals
Establish a financial strategy early
Transactional customers
Compete beyond interest rates
Try CacheFlo Advise today
Start free trial
