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Willingness to recommend

3.91/5

Based on 120 reviews

Value for money

4.67/5

Support

4.67/5

Integrations

4.67/5

Based on 3 reviews

No matter what you wish to achieve, we have the tools for you. From cashflow planning to client onboarding and the best integrations around, we can help streamline your financial planning process and add immediate value for your clients.

“Two-thirds of clients prefer to complete a digital fact find from home”

Increase client engagement and become way more efficient in the process with our client onboarding tools. Simply start by sending your clients a digital fact-find and discover how many hours you can save.

“Leading provider of cashflow planning in the UK”

Whether you’re new to cashflow planning or an avid user, you’ll be able to create detailed cashflow plans for your clients with ease. And when you create a cashflow plan for your client, you’ll immediately understand why so many advisers do.

“Best Technology Provider in the UK”

We understand what you want from your cashflow planning tool. That’s why thousands of advisers across the UK use CashCalc and the reason why we have won Best Technology Provider in the UK for two consecutive years.

Want to find out more? Visit cashcalc.co.uk and get started with a free 28-day trial

NextWealth view

"Built by the people who actually do this job”, say advisers in support of this cash flow modeling tool launched by practicing IFA, Ray Adams. Among the 80% of advisers that use cash flow modelling, 30% use CashCalc followed closely by Voyant (28%). CashCalc gets good reviews from its users. Among the 117 financial planners that rated CashCalc in our most recent survey, CashCalc got an average score of 7.8 out of 10 for willingness to recommend to colleagues. CashCalc users are more likely than average to be independent and work for an appointed rep firm with between 2 to 10 employees.

Assets under influence:
Funds Under Calculation (FUCs): £121 billion

Integrations

4.67/5
Based on 3 reviews
Back Office Systems
Client Portal
Other
Platform
Research
Risk Profiling

Advicefront

Creative Technologies (Enable)

Intelligent Office (Intelliflo)

Plum Software (Praemium)

No integrations available for Client Portal

CashCalc – Data Capture

Expert Pensions

Money Alive

Transact

No integrations available for Research

No integrations available for Risk Profiling

Reviews

Leave a review for CashCalc
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous December 2019
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Simple to use, clients really engage with it when used face to face with them in meetings
Darren Cooke October 2019
4/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
4/5
Service
A very easy to use, easy to understand system that integrates well and shows the client good visual representations. Also a good range of ancillary tools which are very useful.
Anonymous October 2019

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