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FinCalc
About the provider
FinCalc wants to ensure that advisers are equipped with user friendly financial planning tools that will help them provide their clients with fully comprehensive advice and are committed to the continuous development of innovative solutions in accordance with the demands of our customers.
Features:
- Lifetime Cashflow Modeller (smart scenario planning, comprehensive UK income tax calculations, LTA, company level assumptions & user security controls)
- Retirement Modeller (target income analysis, capacity for loss, sustainable income)
- IHT Modeller (smart planning options, 1st & 2nd death, breakdown of estate, trusts & gifts, NRB & RNRB)
- Transvas with TVC (COBs compliant defined benefit scheme analysis)
- Client Portal (client onboarding, secure messaging, custom fact finds, your own branding)
- CRM Lite (task management, reviews, documents, telephone notes, email records)
- Range of Financial Calculators (carry forward, CGT, income tax, chargeable gains, rate of return and many more)
Back office 2-way integration with intelliflo Office, iress Xplan, CURO by time4advice and Plannr
All tools come with a client friendly report that can be branded to each company.
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Ownership:
Jason Wykes - Chief Executive Officer
NextWealth analysis
FinCalc doesn’t figure on our adviser survey and so we don’t have any data on which to base an opinion. As the tool receives reviews on our directory, we will offer a view.
Integrations
Integrates One Way
Integrates Both Ways
CURO (Time4Advice)
intelliflo office (intelliflo)
Plannr
Xplan (Iress)
No integrations available for Cash Management
No integrations available for Client Portal
No other integrations available.
No integrations available for Platform
No integrations available for Research
No integrations available for Risk profiling and suitability
