Making financial plans easier to understand

Compass Cashflow is built by Y Invest Holdings Ltd, a UK software company. We make the tool; advice firms give the advice.

A good financial plan is only useful if the client understands it. Many cash flow tools produce detailed reports that clients find hard to follow. We wanted something an adviser could put in front of a client and explore together: drag a retirement date, see how sure the plan is, and talk about what really matters.

We are starting small, working closely with our first advice firms to get the details right before a wider launch.

What we believe

• Honest numbers. Ranges, not promises, and assumptions in plain sight.
• Checked maths. Independent testing, not just confidence.
• Your brand first. The tool should feel like part of your firm.
• Respect for data. Collect as little as possible.

Company details

Y Invest Holdings Ltd
Company number 16848581, registered in England and Wales
Registered office: 41b-41d North Side Wandsworth Common, London, England, SW18 2SU
Email: nick@yinvest.ai

Y Invest Holdings Ltd is a software supplier and is not authorised or regulated by the Financial Conduct Authority.