Where financial planning happens
We're on a mission to develop an integrated suite of online financial planning tools specifically designed to help you and your entire financial planning process. From creating powerful lifetime cashflow plans with our award-winning Cashflow Modeller, to enhancing client engagement with our bank-level secure Portal, we're here to provide the tools you need to do your job.
What can you achieve?
Create powerful cashflow plans
With our award-winning and market leading Cashflow Modeller, you'll be able to create powerful and engaging lifetime cashflow plans which will bring your client's financial situation to life and act as the foundations to the advice you provide. You'll be able to:
- Map out your client's life events and goals on a visual timeline
- Account for tax rates, thresholds and much more
- Conduct both deterministic and stochastic modelling
- Stress test plans to help clients prepare for ‘what-if’ scenarios
- Demonstrate the value of your advice by overlaying your proposition
- Produce visually engaging reports which are easy to understand
- Plus much more
Enhance client engagement
Our secure Portal, which contains bank-level encryption (AES-256), enables both you and your clients to securely communicate and share information with each other throughout your entire financial planning process. You'll be able to:
- Obtain personal and financial information from your clients remotely
- Digitally exchange documents, which can also be digitally accepted
- Replace insecure communication methods with a secure messenger
- Assess your client's attitude to risk
- Understand your client's attitude towards ESG investing
- Conduct Anti-Money Laundering checks remotely
- Plus much more
Become more efficient
By integrating your FE CashCalc account with all the other software providers you use, you can start to significantly reduce the need to manually key any client information throughout your entire financial process. You can integrate with:
- Intelliflo Office
- Xplan
- Curo
- Enable
- Plum Software
- EValue
- Plus much more
Why use FE CashCalc?
Cashflow Planning explained
With the country’s market leading cashflow modeller, you can strike the perfect balance between simplicity and complexity to deliver a clear and powerful message to your clients.
Digital Onboarding explained
We make it easy for you to digitally onboard and engage with your clients from the very beginning, immediately saving you time and bringing an end to manual processes.
Backed up by the numbers
could be saved for every client you digitally onboard with our technology.
digital fact finds were completed in 2021 – a record year.
could be saved per client by using our technology to prepare for an annual review*.
cashflow plans were created for over 100k households in 2021 – a record year.
How can you benefit from FE CashCalc?
Find out how our Onboarding, Integrations and Cashflow Modelling software can really benefit you and your entire financial planning process:
Guide: Introducing our Cashflow Modeller (Gross)
More
Guide: Introducing our Cashflow Modeller (Gross)
Learn more about our brand-new Cashflow Modeller.
WatchDemo: Digital Onboarding with FE CashCalc
More
Demo: Digital Onboarding with FE CashCalc
Discover how you can use us to onboard and digitally engage with your clients.
WatchInsight: Reduce the need to manually key client information
More
Insight: Reduce the need to manually key client information
Find out how you can start reducing the need manually key client information.
WatchSimple and transparent pricing
Adviser Licences
£60/month + VAT
per individual adviser licence
Paraplanner Licences
Free
with every individual adviser licence
*NextWealth, 2021 *Professional Adviser, Best Technology Provider, 2019 & 2020 *FT Adviser, 5-star rating, 2021
*Platforum, 2021
