FE CashCalc vs Voyant
FE CashCalc
fefundinfo.com
Voyant
planwithvoyant.comSide by side
| Figure | FE CashCalc | Voyant |
|---|---|---|
| Price from | £80/mo | $3/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 3 | 8 |
| Spec score · Financial Planning Software | 9.3 (#3) | 7.3 (#25) |
| Free trial | A CashCalc brochure advertises a free 28-day trial before upgrading to a Premium account. | Voyant provides instructions for registering for a free trial, but the page does not state its duration. |
| Headquarters | London, United Kingdom | Austin, Texas, USA |
| 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. | Voyant's security policy says production data is encrypted at rest with AES256 and traffic is encrypted in transit using TLS 1.2, AES256, and SHA2 signatures as supported by clients. |
| Support | FE fundinfo provides customer-portal support, email support, phone support, user guides and training resources. | Voyant offers tutorials, webinars, documentation, a support team, and a help center with regional software resources and training videos. |
Plans
FE CashCalc
- Paraplanner licenceFree
- Individual adviser licence£80 a month
- Group licencePriced on request
Voyant
- Vault$3 a month
- AdviserGo — Auxiliary Users$50 a month
- White Labeling — service charge$60 a month
- ClientGo — additional bundles$75 a month
- ClientGo — 1st bundle$100 a month
- AdviserGo — Advisers$150 a month
- White Labeling — set-up fee$750, paid once
- SnapshotPriced 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.