Did you know, you can add your paraplanner (or admin) to CashCalc at no extra cost? Meaning they'll be able to view and work on your clients on your behalf. Simply login to your account and select 'Add a login' today.

If you're always seeking ways to improve the efficiency of your financial planning process, why not add your paraplanner (or admin) to your CashCalc account completely free-of-charge?

By doing so, they can then access CashCalc via their own login and carry out work on your behalf. You can set whether they can view all of your clients or just a select few, but either way, you'll be able to collaborate on cases.

For example, after you've spoken to your client, why not empower the paraplanner to onboard the client using the Data Capture Form, send the returned information to the Client Profile, your back-office system, and any of the CashCalc calculators before even creating the initial reports. All of this would power your productivity and free up your time to concentrate more on the things that matter most.

Plus, by adding your paraplanner (or admin) you can create a more structured and uniform advice process. You'll be able to create bespoke asset allocation templates, variable growth templates and market events that can then be used by all members within your "Group Licence". It is worth noting that this principle also applies to adding fellow advisers at your firm.

How do you add a paraplanner (or admin) to your CashCalc account?

It's really quick and easy to get this done. Simply login to CashCalc, click the 'Add a login' button on your Dashboard and then fill in the form. The short video below demonstrates everything you need to do.

What are the benefits of having a Group Licence?

A consistent approach: Providing regulated financial advice that is tailored to your client's situation is vital. But what is equally important is having a consistent process in place. A Group Premium Licence with CashCalc enables your firm to all 'sing from the same hymn sheet' - something the compliance department will love.
Improve firm efficiency: CashCalc is fast becoming the central hub of many financial planning processes up and down the country. And the main reason for this (apart from the much loved Cashflow Modeller) is because of integrations. They enable you to streamline your financial planning process, which in turn could help your firm streamline their operations.
Powering productivity: CashCalc is built by financial advisers like yourself. This means our suite of tools are incredibly powerful, but also easy to use. By having all your firms advisers and paraplanners in one place using the same intuitive system, you can focus on what matters the most - your clients.
Bespoke Price: For firms looking to take out 10 or more adviser licenses, please reach out to us for a bespoke price.

How do you add a fellow adviser to your CashCalc account?

Thinking of adding fellow adviders at your firm also? Simply follow the same process as adding a paraplanner (or admin) licence but instead select 'adviser' rather than 'paraplanner'. The short video below explains all:

*Please note that only one free paraplanner login can be added for each adviser license.

By Benjamin Cresswell, 03 July 2019

Best Non-Research Software (Professional Paraplanner Provider Awards, 2019)

Best Technology Provider 2019 (Professional Adviser Awards, 2019)

The most used cashflow modeller in the UK (Platforum, Adviser Market: Fintech and Digital, December 2018)

The most used provider of cashflow planning software in the UK (the lang cat, State of the Adviser Nation study, December 2018)

#1 provider of cashflow planning software in the UK (Platforum, Adviser Market: Fintech and Digital, January 2018)

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How To Guides

Learn more about the functionality available within CashCalc including how to book an online demonstration or how to send data capture forms to your clients.

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