Pricing
Professional
Certified Cash Flow Specialist
$2,499 per year
Try or buy
eLearning modules (on-demand)
The Certified Cash Flow Specialist (CCS) designation program includes 15 classes (31 FP Canada-Approved CE Credits) that covers behavioural spending concepts, debt management, and cash flow formulas to develop strategies for real change. Dues and designation maintenance requires a subscription.
3 seats (including 1 routing/assign role)
Three (3) CacheFlo Advise accounts designed for financial professionals, associates and assistants on your team.
One of the CacheFlo Advise accounts is a dispatcher (routing/assign role), giving a team member a view of all households across their team and the ability to transfer households between CacheFlo Advise accounts.
One of the CacheFlo Advise accounts is a dispatcher (routing/assign role), giving a team member a view of all households across their team and the ability to transfer households between CacheFlo Advise accounts.
Winton
Our client-facing app helps keep spending on track by simplifying a client's finances and allowing them to connect and share their financial information with your team's CacheFlo Advise accounts.
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Financial Capability Program
The Financial Capability Program (FCP) includes 12 lessons that combine quick and practical lessons with tools, including Winton, which helps your clients make financial changes they can stick to. Learners can apply what they've learned to their financial situation, thus bridging the knowing-doing gap. The goal of the FCP is to help people get more life from their money.
1000 Households
Your clients are organized in CacheFlo Advise as households, and you get a max. of 1000 households across your team.
Need more, let us know at support@cacheflo.co!
Need more, let us know at support@cacheflo.co!
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Financial profile
Connect to your client's Winton account and get real-time access to your client's financial information.
Marketing resources
Marketing materials to help attract prospects and re-engage existing clients regarding cash flow management.
Strategy builder
Create a personalized cash flow report in CacheFlo Advise that breaks down your clients' financial information and next steps, so they know how to stay on track.
Client export
Export high-level financial and contact information of all your clients.
Opportunity identifier
Find out how much your clients can safely spend, and what you can safely put toward investments, savings, and their goals.
Spendable recommendation
Find out your client's personalized spendable, so they know how much is safe to spend, and adjust it within our recommended ranges so you can make choices that fit with their lifestyle.
Enterprise
Acquire, activate, retain
To get a price estimate, please contact us.
Contact us
Professional features plus:
Recurring lead generation
Attract and qualify prospects by helping them find the right services and products as their financial situation changes.
Branded microsites
Create branded microsites with us to connect with your clients or prospects while showcasing your products, highlighting a specific campaign or targeting specific client personas.
Winton
Our client-facing app helps keep spending on track by simplifying a client's finances and allowing them to connect and share their financial information with your team's CacheFlo Advise accounts
Pipeline optimization
Work with our team to find the best way to integrate our system with your existing services to grow your client base.
Product & service match
Learn more about your clients from their financial information and find out what products and services they would benefit the most from.
Tailored eLearning
Get eLearning modules catered for your clients to help them get more life from their money.
Winton health reports
Find out how your clients in Winton are doing collectively across your team.
1000+ households
Your clients are organized in CacheFlo Advise as households. Enterprise subscribers start at 10,000 households (including Winton access) for their team.
More details provided with an estimate.
More details provided with an estimate.
