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FinCalc

fincalc.co.uk

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Spec score 7.6 #18 of 34 in Financial Planning Software

Spec sheet

Purpose
FinCalc is a cloud-based financial planning platform for UK financial advisers, firms and networks.Read 9 Oct 2026 · fincalc.co.uk
Intended users
FinCalc presents solutions for financial advisers, financial planning firms, and networks or consolidators.Read 9 Oct 2026 · fincalc.co.uk
Trial
The licence terms say FinCalc may grant a temporary trial system, which may be terminated at any time by the licensor.Read 9 Oct 2026 · fincalc.co.uk
API
An enterprise REST API supports OAuth 2.0 and bearer authentication; its documentation describes a general guide of up to 100 API calls per user licence per day and a hard limit of 400 requests per minute per IP address.Read 9 Oct 2026 · apidocs.fincalc.co.uk
Integrations
The integrations page lists DocuSign, intelliflo, Iress Xplan, Twenty7tec, Plannr, Curo (Time4Advice) and ZeroKey; Wealthcraft is marked “COMING SOON.”Read 9 Oct 2026 · fincalc.co.uk
Security
FinCalc states that it holds ISO 27001:2022 accreditation and Cyber Essentials Plus certification.Read 9 Oct 2026 · fincalc.co.uk
Support
FinCalc offers UK-based live chat during UK business hours, including co-browsing, and provides webinar training, guides and videos.Read 9 Oct 2026 · fincalc.co.uk
Headquarters
Colchester, Essex, UKRead 28 Sep 2026 · fincalc.co.uk
API access
FinCalc's API documentation says there is no automated access process and directs applicants to request access by emailing support.Read 9 Oct 2026 · fincalc.co.uk
API usage limit
The API documentation states a hard limit of 400 requests per minute per IP address and gives 100 calls per user licence per day as a general fair-use guide.Read 9 Oct 2026 · apidocs.fincalc.co.uk
Cashflow modelling
Cashflow Modeller projects income, expenditure and wealth over a client’s planning horizon, with timelines and goal analysis.Read 9 Oct 2026 · fincalc.co.uk
Client engagement
The Digital Engagement product includes custom digital fact finds, a white-labelled client portal, secure messaging, document uploads and CRM Lite activity tracking.Read 9 Oct 2026 · fincalc.co.uk
Data portability
The site describes CSV/Excel bulk import and says clients can export their client data at any time.Read 9 Oct 2026 · fincalc.co.uk
Hosting
FinCalc says client data is hosted in UK Azure data centres.Read 9 Oct 2026 · fincalc.co.uk
Hosting and encryption
FinCalc says client data is hosted in UK Azure data centres and protected with 256-bit encryption.Read 9 Oct 2026 · fincalc.co.uk
Planning modules
The platform includes cashflow, retirement and inheritance tax modelling, Transvas pension transfer analysis, digital engagement tools and financial calculators.Read 9 Oct 2026 · fincalc.co.uk
Planning tools
Its listed products include Cashflow Modeller, Retirement Modeller, IHT Modeller, Transfer Analysis, Client Portal and Calculators.Read 9 Oct 2026 · fincalc.co.uk
Reports
FinCalc says users can generate customisable reports with graphical outputs and annual tax breakdowns.Read 9 Oct 2026 · fincalc.co.uk
Scenario analysis
The cashflow tool supports fixed assumptions, variable returns, stress testing and comparisons between planning options.Read 9 Oct 2026 · fincalc.co.uk

Where Specifiction places it

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