CashCalc allows you to create detailed cashflow plans for your clients in just a few minutes. Outputs are refreshingly straightforward, making it easy to understand and engaging for your clients.
CashCalc comes with a collaborative Client Portal and dynamic Fact Finds built in, helping you save time and engage your clients in their financial future.
CashCalc is available wherever you have an internet connection, even on your mobile or tablet. Create cashflow plans in the office, or give a live demonstration on a tablet in a client's home.
We've designed CashCalc to be intuitive throughout, for both advisers and clients. Outputs are given in a refreshingly straightforward way, meaning your clients are more engaged in their financial future.