News

Gain an initial understanding of your clients' attitude towards sustainability within their everyday life using our Sustainable Investing Questionnaire (SIQ).

Reduce the need to manually key client information throughout your entire financial planning process using our newly developed 2-way integration with Wealthcraft.

Manually onboarding clients is a time-intensive task, but with the FE Onboard secure Portal, you can create a seamless experience that will benefit both you and your clients.

You can now conduct straight-through processing from your CashCalc account to an investment platform, thanks to our stage one integration with Fundment.

Our full 2-way integration with Adviser Cloud will help reduce the need to manually key client information and make your financial planning process much more efficient.

Following your feedback, our 2-way integration with Intelliflo Office now includes Protection Policies, therefore reducing the need for you to manually key client information even further.

Being an IFA means putting your clients’ needs and goals at the forefront of your service. We interviewed Matthew Wiltshire, award-winning Chartered Financial Planner and Managing Director at Niche IFA, asking him what a good financial advice process consists of.

Ray Adams, Chartered Financial Planner and founder of CashCalc, recently joined NextGen Planners to discuss the future of cashflow planning, as well as the importance of financial advisers digitally engaging with their clients.

Whether you're gathering personal and financial information when onboarding clients or gathering information ahead of an annual review meeting, securely digitalising the process not only engages your clients in the financial planning process, but adds efficiency and saves you time.

Assess your client’s attitude to risk by sending them an Attitude to Risk Questionnaire (powered by EValue) from within their secure Portal, bringing together key parts of ‘know your client’ into one location.

Catch up on some of the key features which were added to CashCalc during Q1 2022, from upgraded risk profiling within both Cashflow Modellers, to a new and improved filtering and tagging system.

Chartered Financial Planner and founder of CashCalc, Ray Adams, joins Dan Graham for an episode of the NextGen Planners Podcast to discuss cashflow modelling, client onboarding and digital engagement.

In 2022, we'll be launching our brand-new Cashflow Modeller which includes tax calculations, enhancing our secure Portal, as well as developing even more integrations – which includes an integration with FE Analytics.

We have launched our brand-new Cashflow Modeller in BETA mode, meaning everyone now has early access and can start creating cashflow plans which account for tax rates, thresholds and much more.

CashCalc achieves a second successive 5 star rating at the FT Adviser Financial Adviser Service Awards.

We are delighted to announce that CashCalc has introduced a Cashflow Modeller which includes tax calculations, enabling you to start accounting for tax rates, thresholds and much more. Currently only available for BETA users.

CashCalc wins Professional Paraplanner ‘Best small product or service provider’ award 2021, as voted for by paraplanners.

Transform how you engage with your clients by downloading the free CashCalc app from the Apple App Store and Google Play Store today.

From integrating with FE fundinfo to improving the Anti-Money Laundering (AML) feature, catch up on all the latest developments made in June 2021.

Here are our top 5 cashflow planning tips to help you create powerful and engaging lifetime cashflow plans with CashCalc.