Cash flow modelling has long been the “North Star” of financial planning. It provides the visual proof of a strategy’s viability, turning abstract pensions and investments into a tangible life plan.
Historically, however, CFM has been a labour-intensive, “point-in-time” exercise. An adviser spend hours gathering data, only for the model to begin depreciating the moment the meeting ends. AI is fundamentally re-engineering this workflow, moving us from static forecasts to dynamic, autonomous financial architecture.
1. The Death of Manual Data Entry
