FE CashCalc vs Moneytree
FE CashCalc
fefundinfo.com
Moneytree
moneytree.comSide by side
| Figure | FE CashCalc | Moneytree |
|---|---|---|
| Price from | £80/mo | $99.58/mo |
| Free plan | Yes | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 3 | 3 |
| Spec score · Financial Planning Software | 9.3 (#3) | 7.2 (#26) |
| Company history | FE fundinfo says it formed in 2019 following the merger of FE, fundinfo and F2C in 2017; its acquisition announcement says CashCalc was founded in Newport in 2014. | Moneytree says it was founded in 1981 and joined Accutech Systems Corporation in 2019. |
| Headquarters | London, United Kingdom | Muncie, Indiana, 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. | Moneytree says personal information is kept on servers in a controlled, secure environment and that its data storage facilities and engineering are located exclusively in the United States. |
| Support | FE fundinfo provides customer-portal support, email support, phone support, user guides and training resources. | The Client Support Team is available Monday through Friday, 8:00 AM to 8:00 PM ET, at 877-421-9815 ext. 0. |
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.