FE CashCalc vs FinCalc
FE CashCalc
fefundinfo.com
FinCalc
fincalc.co.ukSide by side
| Figure | FE CashCalc | FinCalc |
|---|---|---|
| Price from | £80/mo | — |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 3 | 0 |
| Spec score · Financial Planning Software | 9.3 (#3) | 7.6 (#18) |
| Cashflow modelling | The modeller supports net, gross, deterministic and stochastic plans, market simulations, stress testing and visual client reports. | Cashflow Modeller projects income, expenditure and wealth over a client’s planning horizon, with timelines and goal analysis. |
| Headquarters | London, United Kingdom | Colchester, Essex, UK |
| Intended users | FE CashCalc is designed for financial advisers and paraplanners, and the maker also offers group licences for larger firms. | FinCalc presents solutions for financial advisers, financial planning firms, and networks or consolidators. |
| Purpose | FE CashCalc is an online financial planning suite for advisers that creates lifetime cashflow plans. | FinCalc is a cloud-based financial planning platform for UK financial advisers, firms and networks. |
| 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. | FinCalc states that it holds ISO 27001:2022 accreditation and Cyber Essentials Plus certification. |
| Support | FE fundinfo provides customer-portal support, email support, phone support, user guides and training resources. | FinCalc offers UK-based live chat during UK business hours, including co-browsing, and provides webinar training, guides and videos. |
Plans
FE CashCalc
- Paraplanner licenceFree
- Individual adviser licence£80 a month
- Group licencePriced on request
In their own words
FE CashCalc
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.