FE CashCalc vs LivePlan
FE CashCalc
fefundinfo.com
LivePlan
liveplan.comSide by side
| Figure | FE CashCalc | LivePlan |
|---|---|---|
| Price from | £80/mo | $15/mo |
| Free plan | Yes | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 3 | 6 |
| Spec score · Financial Planning Software | 9.3 (#3) | 8.6 (#11) |
| 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. | 2011 |
| Headquarters | London, United Kingdom | Eugene, Oregon, United States |
| Intended users | FE CashCalc is designed for financial advisers and paraplanners, and the maker also offers group licences for larger firms. | The pricing page describes uses for startups and established companies, and lists offerings for advisors, educators, and SBA partners. |
| Purpose | FE CashCalc is an online financial planning suite for advisers that creates lifetime cashflow plans. | LivePlan is a web-based service for writing and managing business plans and tracking financial performance. |
| 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. | LivePlan says data is written to multiple disks immediately, backed up daily and stored in multiple locations. |
| Support | FE fundinfo provides customer-portal support, email support, phone support, user guides and training resources. | LivePlan provides weekday live chat and email support plus group onboarding and a help center. |
| 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. | Supported desktop environments are current Chrome, Firefox and Edge on Windows and current Chrome, Firefox, Edge or Safari on macOS. |
| What it does | FE CashCalc is an online financial-planning suite for advisers and paraplanners centered on lifetime cashflow modelling. | LivePlan is a cloud business-planning service for creating plans, financial forecasts, market research and performance tracking. |
Plans
FE CashCalc
- Paraplanner licenceFree
- Individual adviser licence£80 a month
- Group licencePriced on request
LivePlan
- Standard$15 a month
- Premium$30 a month
- LivePlan Expert$30 a month
- LivePlan Expert (add-on)$30 a month
- Standard$180 a year
- Premium$360 a year
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.
LivePlan
LivePlan is a web-based service for creating business plans and monitoring financial performance. Its income statement, cash flow, and balance sheet forecasts are connected, so changing an assumption updates them together. The service includes AI-based idea validation and geography-specific market research that LivePlan says draws on more than 50 verified sources. Users can turn plans into presentations, edit them in LivePlan, and export them as PDF or PowerPoint files. QuickBooks Online and Xero connections bring accounting data into forecasts and dashboards, and the service includes more than 550 sample plans. Standard and Premium each list one active company, five contributors, and unlimited guests; only one company may be active at a time. LivePlan works on Android, iOS, macOS, web, and Windows, but requires an internet connection for all functions and has no mobile app. It lists chat and weekday email support. There is no free trial; LivePlan advertises a 35-day money-back guarantee. Standard is $20 a month and Premium is $40 a month, both billed monthly.