FE fundinfo, a technology provider whose Nexus for Financial Advisers platform connects cashflow planning, investment research and client management for advice firms, has introduced a dedicated Irish Gross Cashflow modeller, bringing built-in tax-aware forecasting to advisers operating in the Republic of Ireland.
The launch extends Nexus for Financial Advisers into the Irish market, giving advisers access to purpose-built tax functionality rather than the mix of spreadsheets, manual sums and outsourced tax conversations the firm says many have relied on until now, given the complexity of the Irish tax system and the shortage of cashflow tools able to handle it properly.
The new modeller sits alongside the platform’s existing net Cashflow Modeller, letting advisers build, manage and import Irish gross forecasts as a distinct forecast type without losing existing client forecasts.
Underpinning it is a built-in Irish tax engine that accounts for Income Tax, USC, PRSI, pension contribution relief, pension lump-sum taxation, ARF and Vested PRSA drawdown, Capital Gains Tax, Exit Tax and Deemed Disposals, Deposit Interest Retention Tax and the Insurance Bond levy throughout each forecast.
The tool also reflects Irish terminology, euro currency, local tax assessment types, tax credits and pension rules, and draws on client asset and pension data already held in Nexus Assistant and investment research, so forecasts start from a client’s actual financial position.
Reporting features allow advisers to produce yearly breakdowns, charts and exported client reports using Irish tax components and calendar-year periods.
The addition builds on wider updates to Nexus for Financial Advisers, which the company says will gain more than 25 new capabilities this year as it works towards bringing the full advice journey into a single AI-powered platform.
Nexus Assistant, which the release states is now used by more than 1,000 advisers, already prepares for and logs client meetings automatically, while cashflow planning and investment research are already linked within the system.
Ishaan Sethi, FE fundinfo’s head of UK wealth products, said, “Advisers don’t want more software, they want more capacity, and that means technology has to work the way they already do, wherever they’re based. Advisers in Ireland have distinct tax and planning requirements, and Irish Gross Cashflow brings those requirements directly into Nexus, giving them accurate, tax-aware forecasts within the same connected workflow, without switching tools or re-keying data.
“Last week, we committed to adding more than 25 new capabilities to Nexus for Financial Advisers by the end of the year, and Irish Gross Cashflow is the latest delivery against that commitment. We’re building more of the advice journey into Nexus with every release, giving advisers one connected platform that reflects how they work and the clients they serve.”
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