CashCalc gives you a suite of tools & calculators covering all aspects of financial planning. Each one gives you a concise report at the end which, as well as being a perfect compliance document, can be handed to your client as part of your pack.
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.
Send your client a secure link to a secure Client Portal, where they can access their own digital Fact Find, share secure documents and more.
Your clients can then fill in their Fact Find in their own time, even before your first meeting with them, giving you accurate information and helping your clients feel more engaged in their planning process.
You'll get immediately notified upon completion, and can push the data directly into any of the relevant tools and calculators on CashCalc, or, straight into an integrated back-office.
We believe cashflow planning shouldn't involve devoting your time to training sessions (although we do provide those too). After all, you've already gained the necessary qualifications to advise your clients.
We've tried to build CashCalc to be an extension of how you think as an adviser. Everything should work exactly how you expect it to.
The same applies to your clients. We've designed the on-screen visuals and reports so that your clients just "get-it".
It can be tough integrating new software into your company workflow, so we've tried to make CashCalc completely risk-free for you.
Your 28-day trial is obligation-free, we don't even ask for any bank details until you decide to upgrade.
If you upgrade and at any point you feel you aren't getting value for money, you can simply cancel your Direct Debit with no questions asked.