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CashCalc
Willingness to recommend
4.23/5
About the provider
No matter what you wish to achieve, we have the tools for you. From visual and intuitive cashflow planning, to remote fact finds in a secure client portal, and the best integrations around, we can help streamline your financial planning process and add immediate value for your clients.
We’ve found two-thirds of clients prefer to complete a digital fact find from their home.
Increase client engagement and become way more efficient in the process with our client onboarding tools. Start by inviting your client to their own secure client portal, where they can fill in their own digital fact find – savings hours of your time.
Cashflow planning shouldn’t be mission: impossible.
Whether you’re new to cashflow planning or an avid user, you’ll be able to create detailed cashflow plans for your clients with ease. And when you create a cashflow plan for your client, you’ll immediately understand why so many advisers do.
The Best Technology Provider in the UK.
We understand what you want from your financial planning tools. That’s why thousands of advisers across the UK use CashCalc and the reason why we have won Best Technology Provider in the UK for two consecutive years.
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AUM:
Funds Under Calculation (FUCs): £121 billion
NextWealth analysis
"Built by the people who actually do this job”, say advisers in support of this cash flow modeling tool launched by practicing IFA, Ray Adams. CashCalc was acquired by FE FundInfo in May 2021 with further ambitions to grow the business. Among the 90% of advisers that use cash flow modelling, 45% use CashCalc followed closely by Voyant (23%). Its biggest relative strength is in integrations, where it scores a 4.10 out of 5, beating out all competitors. CashCalc users are more likely than average to be independent and work for an appointed rep firm with between 2 to 10 employees.
Integrations
Based on 454 reviews
3.78/5
Integrates One Way
Integrates Both Ways
CURO (Time4Advice)
Enable (Best Practice)
intelliflo office (intelliflo)
Plum Software (a Morningstar company)
Xplan (Iress)
No integrations available for Cash Management
Advicefront
CashCalc – Data Capture
Expert Pensions
Money Alive
Transact
No integrations available for Research
No integrations available for Risk profiling and suitability
Reviews
Willingness to recommend
Integrations
Value for money
Service
"The system works well
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
Not a good system
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023
