Clarity, compliance and client confidence
FE CashCalc: The leading financial planning tool for UK advisers
Please note, if you are an existing client needing help and support, please contact your Account Manager or email [email protected].
When it comes to cashflow forecasting tools, complexity doesn’t always mean productivity. FE CashCalc was built for advisers who want to deliver lifetime cashflow plans that are clear, compliant and client-friendly, without a steep learning curve. Â
Here’s why 6,000+ users choose FE CashCalc:
1. Simpler lifetime cashflow plans
Advisers don’t need complex simulations to build trust. They need cashflow modelling that’s fast, accurate and easy for clients to understand.
- Create clean, intuitive client cashflow reports that resonate with real clients
- Onboard in hours, with minimal training required
- Save time with tools built for everyday planning conversation
2. End-to-end advice workflow
FE CashCalc is part of the wider FE fundinfo ecosystem. That means advisers can move seamlessly from gross cashflow modelling into portfolio research, fund selection and suitability reporting, all in one connected platform.
- Direct integration with FE Analytics through the Nexus for IFA’s platform
- Real-time suitability letters and compliance documentation
- Connectivity with 30+ adviser platforms and CRMs for smooth data flow
With FE CashCalc, your cashflow tool comes with a set of solutions to enable the complete advice journey.
3. Scalable, whatever the size of your business and client book
With free paraplanner license with every full license and admin controls FE CashCalc means firms can scale usage across teams whether you've got 1 RI or 100.
- Free paraplanner license with every full license
- Onboarding and training support from our experts
- Ready built integrations with most major back office systems
4. Â Visual and intuitive reporting for clients
FE CashCalc delivers clean, easy-to-read charts and reports. Our cashflow planning is designed for clarity, ensuring clients quickly understand their financial position without being overwhelmed by excessive detail.
5. More complexity does not equal better resultsÂ
Simple to use but powerful results. Unnecessary complexity does not become a time drain with FE CashCalc. Â We also keep things clear and easy to understand for clients, keeping them engaged, and connected to your advice. Â
FE CashCalc prioritises clarity over complexity. Clean visuals, simple reporting and a shorter path to actionable plans so you can connect with your clients.Â
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The bottom line
Clarity, compliance and client confidence
FE CashCalc is fully integrated into your advice journey – and complete with a sophisticated onboarding and client portal. Plus, its scalable whatever your business size.
If you want cashflow forecasting tools that deliver clarity, compliance and client confidence, choose FE CashCalc.
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Trusted by 6,000+ firms
From solo practitioners to national networks, FE CashCalc powers planning for advisers across the UK. Connected with FE Analytics, it’s more than just cashflow modelling software. These fully integrated, data-first tools form the backbone of a complete advice workflow.
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Built for UK advisers
FE CashCalc is purpose-built for the UK regulatory environment.
No heavy configuration. No unnecessary features. Just a tool that works for UK advisers straight out of the box. Get set up swiftly with our digital onboarding enabling a hassle-free process.
What our clients say
How FE CashCalc has helped bring financial situations to life
The really important thing with [cashflow modelling] is the outcomes that the clients get from it. And because they understand it, because it's graphical, it has meaning for them... with my relationship with clients, it's very, very special.
Barry Davys
The Spectrum IFA Group
Simple and transparent pricing
Speak to an expert
Please note, if you are an existing client needing help and support, please contact your Account Manager or email [email protected].