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      Formerly Fundipedia — automate fund data collection, validation and distribution with regulatory-grade accuracy and compliance

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      Streamline distribution fee management with automated calculation, validation and transparent reporting across channels

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      Accelerate cross-border fund registration with expert support, regulatory intelligence and streamlined compliance workflows

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      Automate regulatory filings and reporting with validated data, intelligent workflows and complete audit trails

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      Automate compliant PRIIPs, UCITS, SFDR and TCFD document production with expert validation and multi-language support

      Regulatory Template Production

      Generate market‑standard regulatory templates with automated calculations to ensure accurate, compliant disclosures across jurisdictions, including UK CCI, SFDR, TCFD, and more

      Calculations

      Deliver consultancy-grade PRIIPs, cost transparency and performance calculations with industrial-scale automation across European markets

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      Distribute fund data and documents efficiently across platforms, regulators and distributors with automated workflows

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      Access comprehensive fund data feeds with flexible formats, automated delivery and regulatory-grade accuracy

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      Access comprehensive fund research, portfolio analysis and investment decision tools with trusted data and real-time insights via FE Analytics

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      Automate compliance checks, accelerate distribution and monitor market intelligence with AI-powered regulatory workflows

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      Automate meeting transcription, summaries, CRM updates and emails for a 50% increase in operational efficiency and fresh cost savings. Start your free trial

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Personal message from Ray Adams: Why we're joining the FE fundinfo family

Last week, it was officially announced that we would be joining the FE fundinfo family – a significant milestone for us and everyone involved over the last 7 years. But why have we decided to join the FE fundinfo family? And what does the future look like? Ray Adams, Chartered Financial Planner and founder of CashCalc, has recorded a short personal message to explain.

Ever since we launched CashCalc in May 2014, it has been our mission to develop an online suite of financial planning tools specifically designed to help you and your entire financial planning process. From enhancing client engagement to improving efficiencies, we have been striving to provide the tools you need to do your job and achieve your goals. 

During that time, we've been able to develop a market leading and award-winning Cashflow Modeller alongside an online suite of tools including onboarding, integrations and much more. But we want to develop CashCalc even more. It's taken us 7 years to create our existing suite of tools, and we don't want to wait a further 7 years to implement all the ideas we have.

How has CashCalc helped you over the years? We'd love to hear your story and discover how our online suite of tools has helped you and your financial planning process.

So by joining the FE fundinfo family, we'll be able to develop and implement new tools and features even quicker and even better. For example, we currently have a team of 8 developers, whereas FE fundinfo have approximately 150 developers in their team to help and support us develop an even better online suite of tools.

We are incredibly excited to join the FE fundinfo family, who share the same client-centric approach as us. But just to reassure everyone, CashCalc will remain a stand-alone product and the team will remain unchanged. We’ll continue to operate from our base in Newport with the same team who have helped grow CashCalc, with founder Ray Adams continuing in his role. 

All of us at CashCalc would like to take this opportunity to thank everyone who has supported us over the years. From simply registering an account to providing valuable feedback, your support has been instrumental and we are all very much looking forward to what the future holds.