Choose plans to fit your company

CashCalc operates on a month-to month basis, with no long-term commitments or contracts.
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Cashflow & Onboarding
£50 / month + VAT
Individual adviser licence
Cashflow Modeller
Reduction In Yield
Monte Carlo Simulator
Client Onboarding
Mortgage & Equity Release Calculator
Salary & Dividend Tax Calculator
State Pension Age Calculator
Cashflow Modeller (Basic)
Defined Benefit Triage Video
Attitude to Transfer Risk Questionnaire
Pension Calculators
£30 / month + VAT
Individual adviser licence
Level vs Indexed Annuity Calculator
Early Retirement Calculator
Pension Drawdown Calculator
Pension Drawdown Tax Payable Calculator
Emergency Tax (Month 1) Calculator
Pension Forecast Calculator
Pension Carry Forward & Tapered Annual Allowance Calculator
Investment & Other calculators
£30 / month + VAT
Individual adviser licence
Life Insurance & Critical Illness Cover Calculator
Income Protection / PHI Calculator
Stamp Duty Calculator
Capital Gains Tax Calculator
VCT Tax Calculator
EIS Tax Calculator
TER / OCF Calculator
Average Growth Calculator
Average Annualised Performance Calculator
Rental Yield Calculator
Chargeable Gains Calculator
School Fees Calculator
Inheritance Tax Calculator
£30 / month + VAT
Individual adviser licence
Inheritance Tax Planner

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

Includes paraplanner licence(s).

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.