Getting Started

Using the basics of CashCalc. From setting up your account to adding additional logins, master CashCalc starting from the basics

Cashflow & Onboarding

Everything you need to know about the Cashflow & Onboarding module. Beginner and advanced tips and how-to's - everything is covered in this guide

Upgrading

Every question you have about how to upgrade answered. Explaining creating an account, the 28 day free trial and bespoke branding

Investment & Other Calculators

Learn the specifics of the Investment & Other Calculators module on CashCalc

Pension calculators

Learn the specifics of our Pension Calculators module available on CashCalc

Inheritance Tax Planner

Learn the specifics of the Inheritance Tax Planner

Client profile

Learn how to utilise the Client Profile to keep up to date and relevant information

Your account

Learn how to use / modify your account to suit your Financial Planning needs

TVC & APTA

Learn the specifics of the Transfer Value Comparator (TVC) and Appropriate Pension Transfer Analysis (APTA)

Integrations

CashCalc has a range of 1 and 2-way integrations to help you streamline your processes. Begin transferring client data with ease, today