A suite of financial tools designed
by planners, for planners.

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Cash flow planning for the 21st century

CashCalc allows you to create detailed and precise cash flow models for your clients, without any of the added complexity or unnecessary bits.

Build forecasts on any device
Access client data anywhere
Concise, branded client reports

Straightforward visual outputs your clients will love.

CashCalc makes it easy to engage your clients in the financial planning process with interactive calculators and insightful graphics. Instantly produce a PDF to add to your own suitability report and maintain for compliance.

Access your data whenever

Tablet-friendly tools

Secure client data

Cash flow planning

Create powerful lifetime forecasts with our Basic and Advanced modellers.

Pension planning

Give your clients reassurance regarding their finances in retirement.

Investment planning

Portfolio growth, TER, rental yield, EISs and VCTs are all covered.

Tax planning

Bring clarity to your clients' taxation situation, before and after your advice.

Mortgage planning

Demonstrate effective repayment strategies for your clients' mortgages.

Protection planning

Give solid protection advice backed up by real figures.

Simple, transparent pricing.

No long-term contracts or hidden fees.

£40pm + VAT
All 26+ calculators & Bespoke Branding
Group Premium
£20pm + VAT
For every additional user up to 10 users

A versatile suite of tools made simple and cost effective but very effective for client discussion and planning.

- Graeme Ferguson | Ferguson Wealth Management Ltd

Register for 28-day trial