Cashflow Planning with FE CashCalc
With the country's market leading cashflow modeller, you'll be able to create powerful and
engaging lifetime cashflow plans which will bring your client's financial situation to life.
Meeting your needs
Where financial planning happens
Our integrated suite of online financial planning tools is specifically designed to help you and your entire financial planning process. From creating powerful lifetime cashflow plans with our award-winning cashflow modeller, to running specific calculations with our range of 25+ financial calculators, we're here to provide the tools you need to do your job.
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Help clients reach their goals
With our visual timeline, you'll be able to map out and determine how your clients can achieve their financial and personal goals.
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Improve client understanding and engagement
Strike the perfect balance between simplicity and complexity, and create powerful and easy to understand reports to engage your clients.
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Help prepare clients for 'what if' scenarios
Conduct deterministic and stochastic modelling, as well as running market simulations to stress test the cashflow plans you create.
KEY FEATURES
Simple. Powerful. Engaging
Strike the perfect balance between simplicity and complexity
Market leading cashflow modeller
With our award-winning cashflow modeller, you'll be able to create powerful and engaging lifetime cashflow plans which will bring your clients' financial situations to life.
Ensure your recommendations are suitable for individual needs and goals with comprehensive cashflow models and robust stress testing.
Engage your clients with visual and easy to understand report outputs, whilst demonstrating the value of your advice with side-by-side comparisons of current and proposed financial plans.
- Map out life events and goals on a visual timeline
- Create net and gross cashflow plans
- Conduct both stochastic and deterministic stress testing
- Produce visual, client-friendly reports
25+ calculators
Streamline your workflow and boost your productivity with our intuitive and user-friendly calculators.
Our selection of 25+ financial calculators allows you to complement your cashflow plans with precise calculations for individual events - ranging from a pension forecaster, to mortgage and equity release, to school fees calculator.
Generate clear and concise reports that you can share with your clients, helping them to visualise the impact of different financial decisions and more accurately plan for the future.
- Early retirement calculator
- Mortgage & equity release calculator
- Inheritance tax planner
- Pension carry forward & tapered annual allowance calculator
Backed up by the numbers
FE CashCalc in numbers
How advisers are using FE CashCalc to enhance their advice process
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0 .2hrs
could be saved per client
by using FE CashCalc to help prepare for an annual review
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£ 0 K
could be saved each year
by a financial adviser with an average number of clients
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0 K
cashflow plans
were created in 2023
Watch these cashflow modelling tips with FE CashCalc
Learn how to create powerful and engaging cashflow plans for your clients.
What our clients say
How FE CashCalc has helped bring financial situations to life
The really important thing with [cashflow modelling] is the outcomes that the clients get from it. And because they understand it, because it's graphical, it has meaning for them. So for clients, for me, with my relationship with clients, it's very, very special.
Barry Davys
The Spectrum IFA Group
Simple and transparent pricing
£60/month + VAT
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