Search

CashCalc

Willingness to recommend

4.36/5

Integrations

3.95/5

Value for money

4.26/5

Service

4.18/5
Based on 323 reviews

Sign in or sign up to leave a review

Sign in

New to NextWealth? Sign up

About the provider

No matter what you wish to achieve, we have the tools for you. From visual and intuitive cashflow planning, to remote fact finds in a secure client portal, and the best integrations around, we can help streamline your financial planning process and add immediate value for your clients.

We’ve found two-thirds of clients prefer to complete a digital fact find from their home.

Increase client engagement and become way more efficient in the process with our client onboarding tools. Start by inviting your client to their own secure client portal, where they can fill in their own digital fact find – savings hours of your time.

Cashflow planning shouldn’t be mission: impossible.

Whether you’re new to cashflow planning or an avid user, you’ll be able to create detailed cashflow plans for your clients with ease. And when you create a cashflow plan for your client, you’ll immediately understand why so many advisers do.

The Best Technology Provider in the UK.

We understand what you want from your financial planning tools. That’s why thousands of advisers across the UK use CashCalc and the reason why we have won Best Technology Provider in the UK for two consecutive years.

Leave a review

Reviewing this product couldn't be easier – just a simple two-step survey. Ready to go?

LOGIN TO GET STARTED

AUM:

Funds Under Calculation (FUCs): £121 billion

NextWealth analysis

"Built by the people who actually do this job”, say advisers in support of this cash flow modeling tool launched by practicing IFA, Ray Adams. CashCalc was acquired by FE FundInfo in May 2021 with further ambitions to grow the business. Among the 90% of advisers that use cash flow modelling, 45% use CashCalc followed closely by Voyant (23%). Its biggest relative strength is in integrations, where it scores a 4.10 out of 5, beating out all competitors. CashCalc users are more likely than average to be independent and work for an appointed rep firm with between 2 to 10 employees.

Sign in or sign up to leave a review

Sign in

New to NextWealth? Sign up

Integrations

Based on 323 reviews
3.95/5

Sign in or sign up to leave a review

Sign in

New to NextWealth? Sign up

Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Client Portal
Other
Platform
Research
Risk profiling and suitability

CURO (Time4Advice)

Enable (Best Practice)

intelliflo office (intelliflo)

Plum Software (Praemium)

Xplan (Iress)

No integrations available for Cash Management

Advicefront

CashCalc – Data Capture

Expert Pensions

Money Alive

Transact

No integrations available for Research

No integrations available for Risk profiling and suitability

Reviews

Willingness to recommend
Integrations
Value for money
Service
Very useful tool - no issues
Anonymous May 2022

Sign in or sign up to leave a review

Sign in

New to NextWealth? Sign up

Willingness to recommend
Integrations
Value for money
Service
Easy to use and training provided free
Anonymous May 2022
Willingness to recommend
Integrations
Value for money
Service
"After testing a few different products a few years ago
Anonymous May 2022

    Direct to your inbox

    To stay up to date with what's next in wealth subscribe to our newsletter