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 enhancing client engagement with our bank-level secure Portal, we're here to provide the tools you need to do your job.

What can you achieve?

Create powerful cashflow plans

With our award-winning and 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. You'll be able to:

Map out your client's life events and goals on a visual timeline
Account for tax rates, thresholds and much more
Conduct both deterministic and stochastic modelling
Stress test plans to help clients prepare for ‘what-if’ scenarios
Demonstrate the value of your advice by overlaying your proposition
Produce visually engaging reports which are easy to understand
Add more value with our pension, mortgage, investment, protection and IHT tools.
Plus much more

Enhance client engagement

Our secure Portal, which contains bank-level encryption (AES-256), enables both you and your clients to securely communicate and share information with each other throughout your entire financial planning process. You'll be able to:

Obtain personal and financial information from your clients remotely
Digitally exchange documents, which can also be digitally accepted
Replace insecure communication methods with a secure messenger
Assess your client's attitude to risk
Understand your client's attitude towards ESG investing
Conduct Anti-Money Laundering checks remotely
Plus much more

Become more efficient

By integrating your FE CashCalc account with all the other software providers you use, you can start to reduce the need to manually key any client information throughout your entire financial planning process. You can integrate with:

Intelliflo Office
Xplan
Curo
Wealthcraft
Fundment
Enable
Plus much more

Why use FE CashCalc?

Cashflow Planning explained

With the country’s market leading cashflow modeller, you can strike the perfect balance between simplicity and complexity to deliver a clear and powerful message to your clients.

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Digital Onboarding explained

We make it easy for you to digitally onboard and engage with your clients from the very beginning, immediately saving you time and bringing an end to manual processes.

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