Cross-border Financial Planning specialist Skybound Wealth has launched a proprietary lifestyle and cashflow modelling engine called MoneyMap.
The firm said it has been designed as a dynamic, adviser-led forecasting tool.
It said the tool allows clients to visualise their financial future in an interactive way.
The tool incorporates income, expenses, assets, and life milestones into a live model, to allow Planners and advisers to demonstrate the long-term impact of decisions, from early retirement and cross-border relocations to funding multi-currency education or leaving an international legacy.
It produces an interactive roadmap that turns complex scenarios into actionable plans, the firm said, adding the tool has been built specifically for globally mobile clients.
It supports multi-currency modelling, regional tax overlays, and the flexibility to test decisions against multiple market conditions and lifestyle outcomes in real time, the firm said.
Mike Coady, CEO of Skybound Wealth, said: “Our clients are not static. Their income, residency, goals, and even values evolve over time. MoneyMap responds to that by making the planning process dynamic, visual, and client-led.”
He said the tool has been built to work seamlessly within the firm’s technology ecosystem, integrating directly with Plume and its Salesforce-based client and compliance systems.
Mr Coady added: “We’ve moved beyond the era of templated charts and static documents.”
Skybound Wealth specialises in cross-border Financial Planning and wealth management, and has offices across the UK, US, Europe, Asia and the Middle East.