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

2 hrs

could be saved for every client you digitally onboard with our technology.

68k

digital fact finds were completed in 2021 – a record year.

1.2 hrs

could be saved per client by using our technology to prepare for an annual review*.

293k

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)

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Guide: Introducing our Cashflow Modeller (Gross)

Guide: Introducing our Cashflow Modeller (Gross)

Learn more about our brand-new Cashflow Modeller.

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Demo: Digital Onboarding with FE CashCalc

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Demo: Digital Onboarding with FE CashCalc

Demo: Digital Onboarding with FE CashCalc

Discover how you can use us to onboard and digitally engage with your clients.

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Insight: Reduce the need to manually key client information

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Insight: Reduce the need to manually key client information

Insight: Reduce the need to manually key client information

Find out how you can start reducing the need manually key client information.

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Simple and transparent pricing

Adviser Licences

£60/month + VAT

per individual adviser licence

Paraplanner Licences

Free

with every individual adviser licence

Group Licences

Contact us

for a bespoke price for larger firms

*NextWealth, 2021 *Professional Adviser, Best Technology Provider, 2019 & 2020 *FT Adviser, 5-star rating, 2021

*Platforum, 2021