Business Data

Many of the key numbers of the business will be known to you, and form the basis of the compliance and advisory services you offer. Balance sheet, P&L, assets and liabilities as well as pensions, protection and insurance. All in Place then incorporates these with the salary, dividend and tax information of the business owner.

Personal Data

Through a structured discovery process and with additional data supplied by the client, a comprehensive overview of their personal and family financial position is created. This includes assets, liabilities, protection, insurance, commitments, needs and goals.

 Automatic Tax Calculations

All in Place provides you the option to use its auditable automatic tax calculation engine as part of the cashflow, or allow you to input your own figures.

Financial Healthcheck Report

All in Place pulls together and analyses the data to create a powerful overview document that can be shared with clients.

Containing planning opportunities for both them and the business, risks that may need to be mitigated, and a review of their personal cashflow over a defined period.

Each report can be tailored by you to best reflect the client priorities, control the recommendations made, and provide analysis and commentary in each section.

Personal Cashflow

An excel style cashflow modelling tool is embedded to create a robust and secure framework to work in. 

Numbers can be updated in the data input screens or directly into the cashflow tool. Controls allow you to create monthly, quarterly, annual and financial year views, and to expand the cashflow from short through to very long term. 

Scenarios can be adjusted to configure the impact of business and tax planning decisions.