News

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.

To help with your ongoing Anti-Money Laundering (AML) obligations, we automatically check the Sanctions List for individuals or entities matching your clients’ details and display the results for free within the AML section of CashCalc.

If you want to start eliminating the need to manually key client information and with it streamline your financial planning process, here are a few steps you can take with CashCalc.

CashCalc founder, Ray Adams, shares a personal message regarding the reason why we are joining the FE fundinfo family.

Global fund data and technology company FE fundinfo has acquired CashCalc, a leading cashflow planning provider in the UK, enabling a seamless customer journey, leading to better advice outcomes.