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FE CashCalc

fefundinfo.com

From £80/mo Free plan WebmacOSiOSAndroidAPI
Visit fefundinfo.com
Spec score 9.3 #3 of 34 in Financial Planning Software

What it is

FE CashCalc is an online financial planning suite for advisers that creates lifetime cashflow plans. Its modelling includes deterministic, stochastic and gross cashflow approaches, market simulations and stress testing. Advisers can map goals and life events on a visual timeline, then produce client-friendly reports comparing current and proposed plans. More than 35 calculators cover topics including pensions, mortgages, equity release, school fees and inheritance tax. Mortgage and protection planning is built in, with 10 calculators and stress tests at no extra cost. The service is available on web, iOS and Android, and advisers and clients can use the app to access an account or Portal. An optional Nexus Assistant records client conversations and completes fact-finds with an audit trail. The individual adviser licence is listed at £80 a month, billed at £80/month + VAT, and includes one free paraplanner licence. Larger firms can request bespoke group pricing.

Spec sheet

What it does
FE CashCalc is an online financial-planning suite for advisers and paraplanners centered on lifetime cashflow modelling.Read 14 Oct 2026 · fefundinfo.com
Purpose
FE CashCalc is an online financial planning suite for advisers that creates lifetime cashflow plans.Read 5 Oct 2026 · fefundinfo.com
Intended users
FE CashCalc is designed for financial advisers and paraplanners, and the maker also offers group licences for larger firms.Read 5 Oct 2026 · fefundinfo.com
Security
A maker-published case study says FE CashCalc information is encrypted with AES-256 and third-party integrations use OAuth2 and encrypted TLS connections.Read 5 Oct 2026 · fefundinfo.com
Support
FE fundinfo provides customer-portal support, email support, phone support, user guides and training resources.Read 14 Oct 2026 · fefundinfo.com
Headquarters
London, United KingdomRead 28 Sep 2026 · fefundinfo.com
Founded
FE fundinfo’s acquisition announcement says CashCalc was founded in Newport in 2014 and FE fundinfo formed in 2019 after the FE, fundinfo and F2C merger.Read 14 Oct 2026 · fefundinfo.com
Acquisition news
FE fundinfo announced its acquisition of CashCalc on 13 May 2021 and said the product would remain available as a standalone service.Read 14 Oct 2026 · fefundinfo.com
App availability
The FE CashCalc Apple listing is free, designed for iPhone and iPad, and lists Cash Calc Ltd as provider.Read 14 Oct 2026 · apps.apple.com
Award
FT Adviser’s 2021 service-awards page lists CashCalc with five stars for back-office and support services.Read 14 Oct 2026 · serviceawards2021.ftadviser.com
Back-office integrations
FE fundinfo says CashCalc integrates with 15 back-office systems.Read 14 Oct 2026 · fefundinfo.com
Calculators
The product includes more than 35 calculators covering pensions, mortgages, equity release, inheritance tax, protection and school fees.Read 14 Oct 2026 · fefundinfo.com
Cashflow modelling
The modeller supports net, gross, deterministic and stochastic plans, market simulations, stress testing and visual client reports.Read 14 Oct 2026 · fefundinfo.com
Client portal
The portal supports digital fact finds, secure messaging, document exchange, onboarding and notifications.Read 14 Oct 2026 · fefundinfo.com
Cloud access
CashCalc is cloud-based and can be accessed from any device with an internet connection.Read 14 Oct 2026 · fefundinfo.com
Company history
FE fundinfo says it formed in 2019 following the merger of FE, fundinfo and F2C in 2017; its acquisition announcement says CashCalc was founded in Newport in 2014.Read 5 Oct 2026 · fefundinfo.com
Data processing
FE fundinfo says CashCalc processes profile, financial-transaction, payment, usage and functionality data to operate and support the service.Read 14 Oct 2026 · fefundinfo.com
Developer documentation
Technology partners receive API documentation, integration guides, endpoint specifications, sample code and integration patterns.Read 14 Oct 2026 · fefundinfo.com
FE Analytics integration
Jointly licensed users can run Medium Scans, export portfolios, import valuations and holdings, and download factsheets and fund documents inside CashCalc.Read 14 Oct 2026 · fefundinfo.com
Free trial
A CashCalc brochure advertises a free 28-day trial before upgrading to a Premium account.Read 14 Oct 2026 · fefundinfo.com
Funding or owner
Crunchbase lists HgCapital Trust plc as an FE fundinfo investor and shows eight acquisitions.Read 14 Oct 2026 · crunchbase.com
Goals and reports
Advisers can map life events and goals on a visual timeline and produce client-friendly reports comparing current and proposed plans.Read 5 Oct 2026 · fefundinfo.com
Goals timeline
Advisers can map financial and personal goals and life events on a visual timeline.Read 14 Oct 2026 · fefundinfo.com
Gross cashflow
Gross Cashflow models savings, dividends, salary sacrifice, capital gains tax, inherited pensions, surplus-income allocation and transfers.Read 14 Oct 2026 · fefundinfo.com
Independent use
Moneyfarm says it uses FE CashCalc and considers it substantially more capable than a spreadsheet for modelling finances.Read 14 Oct 2026 · blog.moneyfarm.com
Industry positioning
A Reddit discussion described Voyant and FE CashCalc as industry-standard adviser modelling tools.Read 14 Oct 2026 · reddit.com
Integration news
FE fundinfo announced the FE CashCalc and FE Analytics integration on 8 June 2023, including Medium Scans, portfolio export and document downloads.Read 14 Oct 2026 · fefundinfo.com
Licence model
The opened terms provide no open-source licence; they describe a hosted subscription service owned and supplied by FE fundinfo.Read 14 Oct 2026 · cashcalc.co.uk
Limit: calculation errors
A Big Tent reviewer reported encountering bugs and errors in calculators and advised manually checking outputs before relying on them for advice.Read 14 Oct 2026 · thebigtent.paraplannersassembly.co.uk
Limit: historical tax gap
A Big Tent discussion reported that an earlier CashCalc version lacked tax calculations, requiring manual deductions for scenarios.Read 14 Oct 2026 · thebigtent.paraplannersassembly.co.uk
Limit: live valuations
A Big Tent user noted that CashCalc’s portal did not provide live valuations.Read 14 Oct 2026 · thebigtent.paraplannersassembly.co.uk
Maker company status
Companies House lists FE fundinfo Limited as an active private limited company incorporated on 24 November 1998.Read 14 Oct 2026 · find-and-update.company-information.service.gov.uk
Maker legal entity
CashCalc terms identify FE fundinfo Limited, company number 03672592, as the contracting supplier.Read 14 Oct 2026 · cashcalc.co.uk
Maker profile
LinkedIn lists FE fundinfo as a privately held London financial-services company with 1,001–5,000 employees.Read 14 Oct 2026 · linkedin.com
Mobile app
The cloud-based CashCalc app is available for iOS and Android, and advisers and clients can use it to access their account or Portal.Read 5 Oct 2026 · fefundinfo.com
Mobile security
The Secure Portal brochure states AES-256 bank-level encryption for its iOS and Android app.Read 14 Oct 2026 · fefundinfo.com
Modelling
It supports deterministic, stochastic and gross cashflow modelling, market simulations and stress testing.Read 5 Oct 2026 · fefundinfo.com
Mortgage and protection
Mortgage and protection functionality is included at no extra cost, with ten calculators and stress tests.Read 14 Oct 2026 · fefundinfo.com
Nexus Assistant
An optional Nexus Assistant can record meetings and complete fact-find information automatically.Read 14 Oct 2026 · fefundinfo.com
OAuth2 and encryption
The Wealthcraft integration uses OAuth2 authentication, AES-256 encryption at rest and TLS-encrypted communications.Read 14 Oct 2026 · fefundinfo.com
Open API
The maker says CashCalc has an Open API for third-party integrations.Read 14 Oct 2026 · fefundinfo.com
Optional assistant
The optional Nexus Assistant records client conversations and completes the fact-find automatically, with a compliant audit trail built as advisers work.Read 5 Oct 2026 · fefundinfo.com
Praise: intuitive workflow
A Big Tent reviewer called CashCalc easy to use and intuitive, especially for entering state-pension information.Read 14 Oct 2026 · thebigtent.paraplannersassembly.co.uk
Praise: simplicity
Professional Paraplanner quoted industry commentary describing CashCalc as simple, flexible and clear in its outputs.Read 14 Oct 2026 · professionalparaplanner.co.uk
Praise: usability
A Big Tent user reported that the CashCalc portal was smoother and simpler for client fact finding than Intelliflo’s portal.Read 14 Oct 2026 · thebigtent.paraplannersassembly.co.uk
Subscription terms
The terms describe CashCalc applications and platforms supplied to subscribers for cashflow modelling and financial planning on a monthly-payment basis.Read 14 Oct 2026 · cashcalc.co.uk
System requirements
The Apple listing requires iOS 13 or later, iPadOS 13 or later, and macOS 11 or later on an Apple M1-or-newer Mac.Read 14 Oct 2026 · apps.apple.com

Plans and prices

Paraplanner licence Free Free with every individual adviser licence One licence included per individual adviser licence Read 14 Oct 2026 · fefundinfo.com
Individual adviser licence £80 a month + VAT; per individual adviser licence Includes one free paraplanner licence Read 14 Oct 2026 · fefundinfo.com
Group licence Priced on request Bespoke price for larger firms For larger firms Read 14 Oct 2026 · fefundinfo.com

Every FE CashCalc plan and price →

Strong points and limits

Strong points

  • Supports deterministic, stochastic and gross cashflow modelling
  • Includes over 35 financial calculators
  • Mortgage and protection planning includes 10 calculators
  • Available on web, iOS and Android
  • Individual adviser licence includes one paraplanner licence

Limits

  • No free plan is listed
  • Individual adviser licence costs £80 a month plus VAT
  • Group licence pricing is bespoke

Who it suits

FE CashCalc is designed for financial advisers and paraplanners who need lifetime cashflow plans, scenario modelling and client reports. Larger firms can use group licences, for which the price is bespoke.

Verdict

FE CashCalc combines cashflow modelling, goals, calculators and client reporting in a service for advisers and paraplanners. The individual licence price is specified, while larger-firm pricing is bespoke.

Where Specifiction places it

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