Our latest feature in AdviserGo is the addition of automatic Cash Sweep accounts. Once you add a person (primary or otherwise) to a plan (new or existing), AdviserGo automatically creates a cash account for them, called a Cash Sweep account, to capture unaccounted cash post-Retirement. Each Cash Sweep account is visible under Savings & Investments:
A Cash Sweep account can be used to automatically "sweep" surplus income in retirement by adjusting account settings under plan settings:
You can then use this Cash Sweep account to transfer into investments or savings. This feature release is our latest to make AdviserGo even more comprehensive. Cash Sweep accounts allow you to show your clients you're accounting for each of their inflows and have a plan for them, as well as providing a repository to make transfers. Capturing excess cash ensures no part of your client's financial picture is unaccounted for.
We hope you enjoy AdviserGo's new feature. If you have any questions, please email support@planwithvoyant.com.
