FE CashCalc vs myprosperity
FE CashCalc
fefundinfo.com
myprosperity
myprosperity.com.auSide by side
| Figure | FE CashCalc | myprosperity |
|---|---|---|
| Price from | £80/mo | A$14.95/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| macOS | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 3 | 6 |
| Spec score · Financial Planning Software | 9.3 (#3) | 8.8 (#6) |
| 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 | The contact page gives the address Level 12, 15 William Street, Melbourne, Victoria 3000, Australia. |
| Purpose | FE CashCalc is an online financial planning suite for advisers that creates lifetime cashflow plans. | myprosperity is a client portal for accountants and advisers to collaborate with clients across their financial lives. |
| 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. | The company says it uses 256-bit encryption and describes the service as read-only, with no ability to move money into or out of linked accounts. |
| Support | FE fundinfo provides customer-portal support, email support, phone support, user guides and training resources. | The company offers support for rollout and technical issues through its Support team. |
| What it does | FE CashCalc is an online financial-planning suite for advisers and paraplanners centered on lifetime cashflow modelling. | myprosperity is a cloud client portal that lets households and financial professionals share information, communicate and manage financial data in one place. |
Plans
FE CashCalc
- Paraplanner licenceFree
- Individual adviser licence£80 a month
- Group licencePriced on request
myprosperity
- StarterFree
- ProA$14.95 a month
- ConnectA$279 a month
- EnhanceA$399 a month
- AccelerateA$749 a month
- Mobile FirstA$1,500 a month
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.
myprosperity
myprosperity is a client portal for accounting and financial advice firms to collaborate with clients across their financial lives. Firms can use provided templates or turn paper forms into branded digital forms, and every plan includes DocuSign signing. Rooms brings chat, document uploads, signing and collaboration among clients, staff and outside professionals together. Live data feeds can bring current information from banks, property, car, planning and investment platforms. Client tools include a live balance sheet, household profit and loss, budgeting, goal tracking, document storage and an Executor Kit. The portal is available on web, Android and iOS. The company describes the service as read-only, with no ability to move money into or out of linked accounts; it also says it uses 256-bit encryption, is ISO 27001 certified and supports multi-factor authentication. Starter is free, and Pro costs A$14.95 a month per user, excluding GST. Firm plans begin with Connect at A$279 a month, plus GST, on a 12-month commitment. Mobile First has a 24-month commitment.