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Cashflow Insite

Cashflow INSITE™ is the only budgeting solution that offers client-advisor collaboration. Cashflow INSITE™ employs artificial intelligence techniques to recognize patterns and groupings within transaction records and suggests assignment to appropriate cash flow categories. Learning and adapting to user interaction and corrections, Cashflow INSITE™ automates the task of assigning and tracking future transactions.

Cashflow INSITE™ enables Financial Advisors to integrate client spending information into financial planning tools, and gain a better understanding of their clients’ financial situation, income, and spending. As well as improving the advisor/client relationship, advisors can help their clients find money to invest using Cashflow INSITE™ by analyzing client spending and identifying areas where changes can be made.

By using Cashflow INSITE it is possible to compare client spending, and make the identified areas for saving a reality. Lifestyle models divide a person’s spending across several broad categories, and allow the advisor and client to proactively track actual spending against desired budgetary limits. We offer a number of existing lifestyle models, or a client can create their own custom lifestyle model, which can be tailored specifically to their individual situation.

Cashflow Insite
  • Analyzing Client Spending
  • Lifestyle Models
  • Consolidated View of Credit Card and Bank Debit Transactions
  • Tracking and Categorizing Spending
  • Monitorinf and Limiting Spending
Cashflow Insite

Companies that integrate with Cashflow Insite

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.

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Cashflow Insite

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