Our mission is to develop an online suite of tools specifically designed to help you and your entire financial planning process. From enhancing client engagement to improving efficiencies, we are here to provide the tools you need to do your job and achieve your goals.
With tools including the secure Client Portal and Digital Fact Find, you'll be able to securely communicate and share information with your clients throughout your entire financial planning process.
By connecting your CashCalc account with all the other software providers you use, you can start to eliminate the need to key any client information throughout your entire financial process.
With the country's market leading Cashflow Modeller, you'll be able to create powerful and engaging lifetime cashflow plans which will bring your client's financial situation to life.