FE CashCalc vs Timeline
FE CashCalc
fefundinfo.comTimeline
timeline.coSide by side
| Figure | FE CashCalc | Timeline |
|---|---|---|
| Price from | £80/mo | £0.01/mo |
| Free plan | Yes | — |
| Free trial | Yes | 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) | 7.4 (#24) |
| 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. | Timeline's about page traces its history to Finalytiq's launch in 2016 and says Timeline launched in 2018 to help advisers address decumulation using real data. |
| 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. | 2018 |
| Headquarters | London, United Kingdom | 70 Gracechurch Street, London, EC3V 0HR, United Kingdom |
| Purpose | FE CashCalc is an online financial planning suite for advisers that creates lifetime cashflow plans. | Timeline describes itself as an integrated planning, investing and platform ecosystem for financial advisers. |
| 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 platform page states that client account information is held securely with 256-bit encryption and that clients are covered by the FSCS. |
| Support | FE fundinfo provides customer-portal support, email support, phone support, user guides and training resources. | Platform advisers receive direct access to an experienced platform specialist and a single relationship team. |
Plans
FE CashCalc
- Paraplanner licenceFree
- Individual adviser licence£80 a month
- Group licencePriced on request
Timeline
- Timeline Portfolios£0.09 a year
- Timeline Platform£0.15 a year
- Timeline Planning£135 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.