Feature · what this software actually does
Cash-flow waterfall
12–24 month cash flow with income, expenses, taxes, savings, debt service — sourced from aggregated accounts.
assistedSoftware drafts, a person approves.
Vendors that ship this
Leaders
- Rightcapital
- Emoney Advisor
Adjacent
- Moneyguidepro
Build vs buy verdict
buy
Most powerful for accumulators. UHNW and FO segments rely on accounting-system outputs instead.
Skills it exercises
Roles that touch it
Where it shows up in the workflow
- Net worth & cash-flow buildquarterlyHousehold balance sheet and 12-month cash flow in one view, refreshed automatically from linked accounts.
Most relevant for
- Mass-affluent
- HNW
Test yourself · topic quizTuned · Planning tool fluency
Multiple-choice — different from any drill above.
Or play and read