Simple, sophisticated financial planning tools.

CashCalc is the best software platform for financial planning firms. We help thousands of advisers deliver life-changing plans and reports for their clients.
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Cashflow planning with outputs your clients will love

CashCalc allows you to create detailed cashflow plans for your clients in just a few minutes. Outputs are refreshingly straightforward, making it easy to understand and engaging for your clients.

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Built for client collaboration

CashCalc comes with a collaborative Client Portal and dynamic Fact Finds built in, helping you save time and engage your clients in their financial future.

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The financial planning toolkit used by thousands

CashCalc is available wherever you have an internet connection, even on your mobile or tablet. Create cashflow plans in the office, or give a live demonstration on a tablet in a client's home.

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Cashflow planning shouldn't be Mission: Impossible

We've designed CashCalc to be intuitive throughout, for both advisers and clients. Outputs are given in a refreshingly straightforward way, meaning your clients are more engaged in their financial future.

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