Choose plans to fit your company
Paraplanner licences included at no extra cost
With each adviser licence, you also get a paraplanner licence at no extra cost. This paraplanner has their own login details, but can view and work on your clients on your behalf.
Pricing Calculator
Refreshingly simple cashflow planning
CashCalc allows you to create detailed cashflow plans for your clients, in just a few minutes. The outputs are given in a refreshingly straightforward way, making it easier to understand and more engaging for your clients.
Perfect for live client demos
CashCalc has been designed with client collaboration in mind. The tools have been built so you can easily demonstrate plans to your clients and tweak their plans effortlessly.
Stress testing and what-if scenarios made easy
CashCalc is perfect for showing what-if scenarios. With our built-in stress tests and market events, you can show the effect of a market downturn on your client's portfolio in just a few clicks.
White-label all your reports
Your brand is your business. The visual system that expresses your personality and communicates your values. Get every report and every page tailored with your company logo.
What else can be done with CashCalc?
Unlimited Clients & Forecasts
We don't limit the number of clients or scenarios you can make for any of our calculators. Leaving you to free to plan for every situation.
Auto-Generated Reports
Available in PDF format for every tool, with many also offering reports via Word documents.
Digital Fact Finds
Send a digital fact find to your clients with the secure Client Portal, and import their data directly into the Cashflow Modeller
Bespoke Branding
Upload your company logo to receive personalised branding across the entire site, reports, data capture forms and even a personalised log-in screen.
Cross-Platform Integration
Link your Transact, Intelligent Office, Enable, Plum (& more) accounts with CashCalc and import information directly into the tools.
Entire Suite of Calculators
To our full suite of 20+ calculators spanning across all sections of financial planning.
Premium Support
Telephone and e-mail support during office hours, with access to tech support staff as well as advisers to help with those technical questions.
Multiple Currency Options
We also provide support for Euro, US Dollar, South African Rand and Brazilian Real options.
SSL Secured Connection
Ensuring that personal data is protected and safe.