Clarity, compliance and client confidence

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.  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 results 

Simple to use but powerful results. Unnecessary complexity does not become a time drain with FE CashCalc.  We also keep things clear and easy to understand for clients, keeping them engaged, and connected to your advice.  

FE CashCalc prioritises clarity over complexity. Clean visuals, simple reporting and a shorter path to actionable plans so you can connect with your clients.