Since launching in 2014, we have had a firm focus on developing tools and features to help you and your financial advice process – from enhancing client engagement to improving efficiencies – and 2021 was a very significant year.
Not only did we add lots of new functionality (which we'll talk about below), but we also joined the FE fundinfo family and with it increased our ability to develop and implement new tools and features quicker and even better.
What key developments were made in 2021?
The start of the year saw us add a load of functionality to the secure Portal, including a Secure Messenger, Custom Fact Find builder, Letter of Authority generator, and Anti-Money Laundering checks. To re-discover what is now available within the secure Portal, please click here to watch our overview video.
In addition, we also made the secure Portal available as an app, which can be downloaded for free from the Apple App Store and Google Play Store. It enables both you and your clients to securely communicate and share information with each other direct from a smartphone or tablet device. To find out more about the app, please click here to read our original announcement.
Towards the end of the year, we developed a brand-new Cashflow Modeller which includes tax calculations. This means you can now create net cashflow plans, or cashflow plans which account for tax rates, thresholds, and much more. To find out exactly what's included within the brand-new tool, from income/dividend tax to lifetime allowance, please click here to watch our demo video.
What key developments are in store for 2022?
Aside from launching our brand-new Cashflow Modeller, you can expect further enhancements to the secure Portal as well as even more integrations with other software providers typically used throughout your entire financial advice process.
CashCalc will also become a more integrated part of the FE fundinfo product suite, and following the work conducted earlier in 2021, the integration with FE Analytics will also become available. More on this will be announced soon.
There will also be developments made 'behind the scenes' to further improve our infrastructure. Over the year, we'll gradually become more aligned with FE fundinfo and its systems and processes, helping us deliver an even more reliable and faster service.
As a result, you may notice maintenance being conducted from time to time. However, this will be scheduled to take place on weekends to avoid any disruption during normal working hours, and if it does require any downtime, we'll notify you in advance.
Let us know your thoughts
The FE fundinfo Financial Adviser Survey is now live and looks at a number of key issues that might be affecting both you and our profession – from trends in technology to ESG investing. The information gathered will help us to improve our services to you as well as give us a better insight into the key issues currently being experienced. Please click here to start the survey.
We'd like to take this opportunity to thank you for your ongoing support and look forward to working together in 2022. If you have any questions or would like to find out more about any of the topics discussed, please don't hesitate to reach out.
What's in store for CashCalc in 2022?
In 2022, we'll be launching our brand-new Cashflow Modeller which includes tax calculations, enhancing our secure Portal, as well as developing even more integrations – which includes an integration with FE Analytics.
