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Wealth & Private Banking › Financial Planning & Advice › Cash Flow Analysis
FinCalc
UK adviser financial planning software with cash-flow, retirement and inheritance tax modeling tools.
Overview
FinCalc is financial planning software for UK advisers, operated by O&M Pension Solutions, that brings together a cash-flow modeler, retirement modeler and inheritance tax modeler. It is designed to help advisers illustrate a client's financial journey and present different scenarios, including stress tests.
Aimed at financial advisers and planners rather than consumers, FinCalc also includes a digital engagement portal for secure communication, document sharing and digital fact finds, with API integrations to other systems.
Key Features
- + Cash-flow modeling
- + Retirement modeling
- + Inheritance tax modeling
- + Scenario and stress testing
- + Digital engagement portal with fact finds
- + API integrations
Integrations
Open APIAdviser planning tools
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