FE CashCalc vs Pocket Risk
FE CashCalc
fefundinfo.comPocket Risk
pocketrisk.comSide by side
| Figure | FE CashCalc | Pocket Risk |
|---|---|---|
| Price from | £80/mo | Free |
| Free plan | Yes | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| macOS | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 3 | 6 |
| Spec score · Financial Planning Software | 9.3 (#3) | 8.2 (#14) |
| 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. | 2012 |
| Purpose | FE CashCalc is an online financial planning suite for advisers that creates lifetime cashflow plans. | Pocket Risk is an online investment risk tolerance questionnaire for financial advisors to assess how much investment risk clients are willing to take. |
| 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. | Pocket Risk says data in transit is encrypted at 256-bit and sent over HTTPS, and that it uses AWS infrastructure with daily backups. |
| Support | FE fundinfo provides customer-portal support, email support, phone support, user guides and training resources. | The maker says standard email support runs 8 a.m. to 5 p.m. Eastern on weekdays, with urgent calls sometimes handled outside those hours. |
| What it does | FE CashCalc is an online financial-planning suite for advisers and paraplanners centered on lifetime cashflow modelling. | Pocket Risk is an online investment risk-tolerance questionnaire for financial advisers. |
Plans
FE CashCalc
- Paraplanner licenceFree
- Individual adviser licence£80 a month
- Group licencePriced on request
Pocket Risk
- BUSINESSFree
- BUSINESSFree
- PROFESSIONALFree
- PROFESSIONALFree
- SOLOFree
- SOLOFree
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.
Pocket Risk
Pocket Risk is an online investment risk questionnaire for financial advisors assessing how much investment risk clients are willing to take. Its 15 questions cover financial goals, financial situation, risk tolerance and risk capacity. Clients can answer online or on paper; the homepage says online completion takes five minutes. Advisors receive online and PDF reports, with personalized risk profiles presented through visuals and graphs. Scores can be connected to model portfolios, and the maker's model portfolio page says up to 11 portfolios can be added. Advisors can customize branding, add questions and disclosures, and embed the questionnaire on their own website. Pocket Risk says it integrates with Redtail CRM, with more integrations coming soon. It runs on the web, iOS and Android, and lists goal planning, investment planning and a client portal. The maker describes encryption in transit at 256-bit over HTTPS, AWS infrastructure and daily backups, and says it does not sell or distribute client data. A 14-day free trial is available. Plan listings show free while also describing annual billing, so confirm plan terms before relying on those figures.