Skybound Wealth launches lifestyle and cashflow modelling tool

Skybound Wealth has launched MoneyMap, a lifestyle and cashflow modelling engine, as it seeks to meet the needs of globally mobile clients.

The adviser-led forecasting tool was developed in-house and aims to enable clients to visualise their financial futures.

It incorporates income, expenses, assets, and life milestones into a live model to give advisers the ability to instantly demonstrate the long-term impact of decisions, from early retirement and cross-border relocations to funding multi-currency education or leaving an international legacy.

The tool provides an interactive roadmap that aims to turn complex scenarios into actionable plans.

MoneyMap was developed from scratch with international complexity in mind, supporting multi-currency modelling, regional tax overlays, and the flexibility to test decisions against multiple market conditions and lifestyle outcomes.

The launch of MoneyMap marks a development in Skybound Wealth’s advisory model, and will be positioned as an embedded component of the firm’s technology ecosystem.

Commenting on the launch, Skybound Wealth CEO, Mike Coady, 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 truly client-led.

“It’s about clarity, control, and collaboration, and it changes the way advisers and clients work together.”

“We’ve moved beyond the era of templated charts and static documents. This is what planning in the real world looks like, fluid, collaborative, visual and aligned with how people live today.”

Skybound Wealth CTO, Husain Rangwalla, added: “MoneyMap has been built to work seamlessly within our technology ecosystem.

“By integrating directly with Plume and our Salesforce-based client and compliance systems, it ensures every fact-find, client goal, and adviser recommendation flows into one consistent process.

“This eliminates duplication, enhances precision, and gives advisers the confidence to deliver tailored advice at speed. And with a client-facing rollout planned through the Skybound app, it will soon provide on-demand access to personalised financial journeys.”



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