Skybound Wealth launches life-style and cashflow modelling device – International Adviser

International wealth administration agency Skybound Wealth has launched MoneyMap, a way of life and cashflow modelling device for advisers.

Developed in-house, the performance permits purchasers to visualise their monetary future by means of an interactive roadmap that converts complicated situations into actionable plans.

Built particularly for the wants of worldwide cell purchasers, MoneyMap incorporates earnings, bills, property, and life milestones right into a reside mannequin, enabling advisers to reveal the long-term affect of choices, from early retirement and cross-border relocations to funding multi-currency schooling or leaving a world legacy.

The proprietary device helps multi-currency modelling, regional tax overlays, and the pliability to check selections towards a number of market situations and life-style outcomes in actual time.

CTO at Skybound Wealth Husain Rangwalla defined that  MoneyMap has designed to combine instantly with Plume and the agency’s Salesforce-based consumer and compliance methods to make sure a constant course of.

“This eliminates duplication, enhances precision, and gives advisers the confidence to deliver tailored advice at speed,” he stated.

CEO of Skybound Wealth Mike Coady stated: “Our purchasers aren’t static. Their earnings, residency, objectives, and even values evolve over time. MoneyMap responds to that by making the planning course of dynamic, visible, and really client-led.

“It’s about clarity, control, and collaboration, and it changes the way advisers and clients work together.”

He added: “We’ve moved beyond the era of templated charts and static documents,” added Mike Coady. “This is what planning in the real world looks like, fluid, collaborative, visual and aligned with how people live today.”