Help your clients achieve their goals with our Cashflow Modeller
Cashflow planning is the process of looking at your client's current financial situation and planning ahead for the future. So whatever they wish to achieve, we have everything you need to create lifetime cashflow plans which will help them make an informed decision.
What are you looking for?
A simple and straightforward tool
Strike the perfect balance between simplicity and complexity, and create powerful and engaging reports which are easy to understand.
Create both net and gross cashflow plans
Option to create either net cashflow plans, or cashflow plans which account for tax rates, thresholds, and much more.
Focus on goal-based financial planning
With our visual timeline, you'll be able to map out and determine how your clients can achieve their financial and personal goals.
Fully integrated Cashflow Modeller
Pre-populate the Cashflow Modeller with client information straight from a digital fact find, reducing the need to manually key client information.
Help prepare clients for 'what if' scenarios
As well as conducting deterministic and stochastic modelling, you can run market simulations to stress test the cashflow plans you create.
Add even more value
Compliment the cashflow plans you create by using our entire range of financial planning tools, which includes mortgage, investment, protection and IHT tools.
Simple. Powerful. Engaging
Our market-leading Cashflow Modeller strikes the perfect balance between simplicity and complexity, enabling you to create powerful cashflow plans for your clients which are easy to understand.
5 tips for creating cashflow plans with CashCalc
Ray Adams, Chartered Financial Planner and founder of CashCalc, provides his top 5 tips to help you when creating cashflow plans with CashCalc.
How to update the Cashflow Modeller with client information
These simple steps can help reduce the need to manually key client information, and with it streamline your financial planning process.
A brief guide to our Cashflow Modeller (Gross)
As well as creating net cashflow plans, you can create ones which account for tax rates, thresholds and much more with our brand-new Cashflow Modeller.
Backed up by the numbers
could be saved per client by using us to help prepare for an annual review*.
average number of goals discussed per household in 2021.
cashflow plans were created in 2021 – a record year.
*NextWealth, 2021 *Professional Adviser, Best Technology Provider, 2019 & 2020 *FT Adviser, 5-star rating, 2021