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Willingness to recommend

3.96/5

Based on 167 reviews

Value for money

4.08/5

Support

3.9/5

Integrations

3.72/5

Based on 50 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.

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

3.72/5
Based on 50 reviews
Cash Management
Client Portal
Other
Platform
Practice Management System
Research
Suitability Profiling

No integrations available for Cash Management

Advicefront

CashCalc – Data Capture

Expert Pensions

Money Alive

Transact

Creative Technologies (Enable)

CURO (Time4Advice)

Intelligent Office (Intelliflo)

Plum Software (Praemium)

Xplan (Iress)

No integrations available for Research

No integrations available for Suitability Profiling

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for CashCalc
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
5/5
Service
I'm on the old pricing so its very cheap to me.
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
User friendly
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
4/5
Service
excellent and can do loads of things
Anonymous March 2020
4/5
Willingness to recommend
2/5
Integrations
4/5
Value for money
4/5
Service
Good tool with decent outputs
Anonymous March 2020
5/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
4/5
Service
Covers most situations
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Their software is the most intuitive out there and is great to use.
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
"Decent system
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
2/5
Service
Could do with more support
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
It seems to work ok
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
5/5
Service
very good and comprehensive and simple
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
3/5
Service
I am likely to recommend if asked
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
"seems ok
Anonymous March 2020
5/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
very happy with product
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
4/5
Service
New to the software
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
Only just started using it
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
Value for money
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
4/5
Service
"Simple
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Does everything I want
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
good ok system
Anonymous March 2020
4/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
works
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
Quite basic - ease of use is good. decumulation could be improved
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
It does what is needed to gain an outcome to assist with the advice
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
easy to use offers good options and ability to look at different scenarios
Anonymous March 2020
4/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Good system
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020
3/5
Willingness to recommend
2/5
Integrations
3/5
Value for money
2/5
Service
insufficient knowledge of use
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
2/5
Service
"Simple and intuitive to use
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous March 2020
1/5
Willingness to recommend
1/5
Integrations
1/5
Value for money
1/5
Service
Too Ponsy....!!
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
no problems
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
"We have only just started using it
Anonymous March 2020
3/5
Willingness to recommend
2/5
Integrations
3/5
Value for money
4/5
Service
it's okay - does the job
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
Easy to use and understand
Anonymous March 2020
5/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
5/5
Service
"Inputting the client data at outset is a relatively quick process as it is very simple to follow the tabs and enter the information. We have also found it useful for a number of other applications such as Tax Calculations. Most importantly
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
works well in our business
Anonymous March 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
simple and easy to understand
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Very easy to use and innovative
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
I'm not convinced about the value of CFM
Anonymous March 2020
5/5
Willingness to recommend
3/5
Integrations
4/5
Value for money
4/5
Service
Does the job well at fair value
Anonymous March 2020
5/5
Willingness to recommend
4/5
Integrations
5/5
Value for money
4/5
Service
Good value. Enough for most
Anonymous March 2020
4/5
Willingness to recommend
2/5
Integrations
4/5
Value for money
4/5
Service
Low cost and easy to use
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
4/5
Value for money
4/5
Service
It does the job efficiently
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
Cost effective and straight-forward - easy to use for basic cash-flow planning.
Anonymous March 2020
3/5
Willingness to recommend
3/5
Integrations
5/5
Value for money
3/5
Service
A very basic cash modelling tool.
Anonymous March 2020
4/5
Willingness to recommend
3/5
Integrations
3/5
Value for money
3/5
Service
No comment left by user
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
4/5
Service
Does what it should from IFA perspective and simpler for clients to understand
Anonymous March 2020
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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