FE CashCalc vs MoneyGuide
FE CashCalc
fefundinfo.com
MoneyGuide
moneyguidepro.comSide by side
| Figure | FE CashCalc | MoneyGuide |
|---|---|---|
| Price from | £80/mo | $10.42/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 3 | 15 |
| Spec score · Financial Planning Software | 9.3 (#3) | 8.9 (#5) |
| 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. | 2000 |
| Headquarters | London, United Kingdom | Powhatan, Virginia, United States |
| Purpose | FE CashCalc is an online financial planning suite for advisers that creates lifetime cashflow plans. | Envestnet MoneyGuide develops financial planning software for financial advisors to help them guide clients toward lifetime financial goals. |
| Support | FE fundinfo provides customer-portal support, email support, phone support, user guides and training resources. | Customer service is available by phone, email and chat Monday through Thursday 9 AM–6 PM ET and Friday 10 AM–6 PM ET. |
| 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 environments include Windows PCs, Apple Macs, iPads, iPhones and current Edge, Firefox, Chrome or Safari with JavaScript, cookies, font downloads and a PDF reader. |
| What it does | FE CashCalc is an online financial-planning suite for advisers and paraplanners centered on lifetime cashflow modelling. | MoneyGuide is web-based financial-planning software for advisors using goal-based plans, risk management, asset allocation and lifetime-income analysis. |
Plans
FE CashCalc
- Paraplanner licenceFree
- Individual adviser licence£80 a month
- Group licencePriced on request
MoneyGuide
- MyBlocks Individual$125 a year
- MyBlocks Individual$125 a month
- Client Portal with MX$400 a year
- Client Portal with Yodlee$400 a year
- MX add-on$400 a year
- Yodlee Client Portal add-on$400 a year
- Dash$500 a year
- Dash add-on$500 a year
- MyBlocks$600 a year
- MyBlocks add-on$600 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.
MoneyGuide
MoneyGuide is financial planning software from Envestnet for financial advisors helping clients work toward lifetime financial goals. It supports goal-based, asset-allocation, and lifetime-income plans, including Monte Carlo simulations on a single income stream. Advisors and clients can collaborate online with view-only or update-all sharing permissions. Planning tools cover retirement, college, estate, insurance needs, risk management, taxes, and Social Security. What-if scenarios and stress tests can model changes in market returns, inflation, taxes, and longevity. Clients can link accounts through MX or Yodlee; listed integrations also include Redtail and Wealthbox. The company says it does not collect or store Social Security, credit card, or account numbers, and that client data is encrypted in transit. MoneyGuide is web-based and compatible with Windows PCs, Macs, iPads, and iPhones. It is non-transactional, so clients cannot access, move, or withdraw funds through the application. A MyBlocks trial lasts 14 days, requires no credit card, and expires automatically. Listed annual subscriptions include MoneyGuide at $2,000 a year per advisor; applicable state and local taxes are not included.