Where financial planning happens

Onboarding, Integrations and Cashflow Modelling software designed to help you and your entire financial planning process. Get Started with a 28 day free trial and find out what you can achieve with our award winning technology.
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Designed by financial planners, for financial planners

Our mission is to develop an online suite of tools specifically designed to help you and your entire financial planning process. From enhancing client engagement to improving efficiencies, we are here to provide the tools you need to do your job and achieve your goals.

Enhance client engagement

With tools including the secure Client Portal and Digital Fact Find, you'll be able to securely communicate and share information with your clients throughout your entire financial planning process.

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Become more efficient

By connecting your CashCalc account with all the other software providers you use, you can start to eliminate the need to key any client information throughout your entire financial process.

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Create better plans

With the country's market leading Cashflow Modeller, you'll be able to create powerful and engaging lifetime cashflow plans (with the option to include tax calculations) which will bring your client's financial situation to life.

Find out more about our Planning tools