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.
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.
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.
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.
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.
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.
Available in PDF format for every tool, with many also offering reports via Word documents.
E-mail a data capture form to your clients and import their response directly into the Cash Flow Modeller.
Upload your company logo to receive personalised branding across the entire site, reports, data capture forms and even a personalised log-in screen.
Link your Transact, Intelligent Office, Enable, Plum (& more) accounts with CashCalc and import information directly into the tools.
To our full suite of 20+ calculators spanning across all sections of financial planning.
Telephone and e-mail support during office hours, with access to tech support staff as well as advisers to help with those technical questions.
We also provide support for Euro, US Dollar, South African Rand and Brazilian Real options.
Ensuring that personal data is protected and safe.