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HOW IT WORKS

Cashflow INSITE™ enables a collaborative approach to managing your cash flow.

In today’s economic environment, virtually everyone is concerned about their spending. Yet few people know how to track their cash flow and diagnose issues before they happen.

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.

This greatly reduces the time and upkeep, a major roadblock in traditional budgeting applications, and allows you to focus on taking control of your finances.

The Cashflow INSITE™ Experience

experience 1

Select a Lifestyle Model to establish a spending benchmark.

experience 1

Cashflow INSITE™ analyzes your bank and credit card transactions and suggests assignments to cash flow categories.

experience 1

Cashflow INSITE™ learns and adapts through your interaction and corrections.

experience 1

Cashflow INSITE™ automates assignments of future transactions reducing time on account upkeep.

experience 1

You review and manage your financial outlook using a consolidated view of cash flow based on the Lifestyle Model selected earlier.

experience 1

Collaborating with your financial advisor, you gain a better understanding of your financial situation, increasing your opportunity for saving and investing.