FE CashCalc vs Libretto
FE CashCalc
fefundinfo.comLibretto
libretto.ioSide by side
| Figure | FE CashCalc | Libretto |
|---|---|---|
| Price from | £80/mo | — |
| Free plan | Yes | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 3 | 1 |
| Spec score · Financial Planning Software | 9.3 (#3) | 7.0 (#28) |
| Headquarters | London, United Kingdom | Los Angeles, California, United States |
| 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. | Libretto describes safeguards including cybersecurity risk assessments, multifactor authentication, least-privilege access, encryption, system monitoring, and incident response and recovery. |
| Support | FE fundinfo provides customer-portal support, email support, phone support, user guides and training resources. | The Advisor Success Program includes a dedicated onboarding specialist, proactive support, and the Mert AI assistant. |
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.