Simple and Transparent Pricing

As soon as you register for an account with us, you can use the entire suite of tools free for 28 days. Then, if you like CashCalc and all its features, you simply need to subscribe to a CashCalc Premium Account.
Get started with a free 28 day trial Contact us

Full access for only £50 / month

Subscribing to a CashCalc Premium account is super easy. All you need to do is click 'Upgrade' and set up a monthly direct debit. You'll then be granted full and unrestricted access to the entire suite of tools.

Adviser Licence
£50 / month + VAT
Per individual adviser licence
Paraplanner Licence
Free
With every individual adviser licence
Group Licence
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Pricing Calculator

+   
/month
Includes paraplanner licence(s).

What's included in your subscription?

Our award-winning technology is used by thousands of financial planners across the country as the central hub to their financial planning process. Find out whats included in a CashCalc Premium subscription and how it can help you.

Onboarding Tools

Secure Client Portal
Open Banking/Finance - Coming soon
Client Self Onboarding
Secure Document Exchange
Disclosure Documents
Secure Messaging
Dynamic Fact Find
Letters of Authority
Digital Sign/Accept
Custom Links (ATR, platform, etc)
Anti-Money Laundering

Integrations

Intelligent Office
Advisercloud
Enable
Plum
Time4Advice Curo
Hubwise - Coming soon
Iress Xplan
Origo - Coming soon
Transact
Elen - Coming soon
Advicefront

Planning Tools

Cashflow Modeller (Net)
Cashflow Modeller (Gross)
IHT Tool
Monte Carlo
Pension Tools
Stress Testing
Investment Tools
Capacity for Loss
Mortgage Tools
Timeline of Goals
Protection Tools
Engaging Reports

Plus...

Bespoke Branding
Create PDF and Word reports
Access to Unlimited Demos
Option to use multiple currencies
Access to 'how-to' resources
SSL secured connection
Access to customer support
AES-256 encryption
Add unlimited clients
Option to add your entire team
Create unlimited reports