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Wealth & Private Banking › Financial Planning & Advice › Goal-based Planning

FE CashCalc

Cash flow planning software for UK financial advisers that maps client goals and life events onto lifetime cash flow plans.

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Overview

FE CashCalc is a cash flow modeling tool for financial advisers and paraplanning firms. Advisers map client goals and life events on a visual timeline, build net and gross cash flow plans, run deterministic and stochastic stress tests and market simulations, and compare current and proposed plans in client reports. Mortgage and protection planning are built into the same plan.

The product is sold by FE fundinfo alongside a library of planning calculators covering pensions, early retirement, inheritance tax, mortgages and equity release, school fees and protection needs. A gross cash flow module adds tax-aware projections.

Key Features

  • + Lifetime cash flow modeling
  • + Goal and life event timeline
  • + Stochastic stress testing
  • + Financial planning calculators
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