Cash Calc
FE CashCalc is a cloud-based financial planning platform offering an award-winning lifetime cashflow modeller, a Gross Cashflow tax-aware module, and 25+ calculators for UK financial advisers and paraplanning firms, distributed via per-seat subscription within the FE fundinfo group.
- Company typePrivate
- Founded2014
- HeadquartersNewport, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Cash Calc does
Cash Calc operates as FE CashCalc, a UK-based cloud-native financial planning software product serving primarily UK financial advisers and paraplanning firms. The platform combines an award-winning lifetime cashflow modelling engine with a suite of 25+ specialised financial calculators (pension forecaster, mortgage and equity release, school fees, early retirement, inheritance tax, pension carry forward and tapered annual allowance) and a tax-aware Gross Cashflow module covering savings and dividends, pension salary sacrifice, CGT on general investment accounts, inherited pensions, surplus income allocation, and transfers. Technically the product supports deterministic, stochastic, and gross cashflow modelling with market-simulation stress testing and visual timeline-based goal mapping, producing client-facing reports with side-by-side plan comparisons.
The business runs on a per-seat subscription model at £75/month per adviser (with a free bundled paraplanner licence), plus bespoke multi-year enterprise contracts for larger firms. Distribution is hybrid — self-service online registration at cashcalc.co.uk combined with sales-assisted enterprise demos — and the marketing motion is content-driven via YouTube how-to videos, thought-leadership blog articles (including a 2026 tax-aware planning series), webinars, and case studies. Cash Calc is a product brand within FE fundinfo Limited (registered in England & Wales, company 03672592), a private financial data and software group that also owns Chant West, Dericon, Finscape, Trustnet, and Zenith. Cash Calc sits inside FE fundinfo's broader adviser workflow alongside FE Analytics, Command Deck, FE AdviserAsset, FE Investments, and the Nexus AI platform, with market presence spanning the UK, Germany, France, and Australia.
Cash Calc firmographics
Firmographics- Name
- Cash Calc
- Legal name
- FE fundinfo Limited
- Website
- https://cashcalc.co.uk
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- FE CashCalc is a cloud-based financial planning platform offering an award-winning lifetime cashflow modeller, a Gross Cashflow tax-aware module, and 25+ calculators for UK financial advisers and paraplanning firms, distributed via per-seat subscription within the FE fundinfo group.
- Ownership category
- akta.pro rank
Cash Calc industry classification
Industry- Product category
- Financial Planning Software
- akta.pro primary industry
- Expense Tracking & Financial Dashboards (FSAGADAB)
- akta.pro secondary industry
- Net Worth & Personal Balance Sheet Tracking (FSAGADAF)
Keywords
Where Cash Calc is headquartered
LocationHeadquarters
- HQ city
- Newport
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Cash Calc business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D
Revenue model
- Software Subscription - Individual Adviser Licence: Monthly subscription licence at £75/month plus VAT per individual adviser, providing access to the full FE CashCalc platform including cashflow modeller and 25+ calculators. Each individual licence includes a free paraplanner licence.
- Software Subscription - Group/Bespoke Licensing: Custom pricing for larger firms requiring multiple adviser licences. Contact-based pricing model for enterprise-wide deployments.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Monthly | Individual Adviser Licence at £75/month + VAT |
| Per seat | Monthly | Paraplanner Licence - Free with Adviser Licence |
| Subscription | Multi-year contract | Group/Bespoke Licensing for Larger Firms |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
Cash Calc product offering
Product offeringCore offering
FE CashCalc (Cash Calc) is a cloud-based financial planning software platform for financial advisers and paraplanning firms. Its core offering is an award-winning lifetime cashflow modeller that produces visual, client-friendly plans, complemented by a suite of 25+ financial calculators (pension forecaster, mortgage/equity release, inheritance tax, school fees, early retirement) and a tax-aware gross cashflow module for scenarios involving savings, dividends, salary sacrifice, CGT, inherited pensions and surplus income.
Product overview
Cash Calc is a single unified product — FE CashCalc — an integrated suite of online financial planning tools designed for financial advisers. The core offering includes an award-winning cashflow modeller for creating lifetime cashflow plans with deterministic, stochastic, and gross cashflow modelling capabilities. Complementing the modeller are 25+ financial calculators (pension forecaster, mortgage, inheritance tax, school fees, early retirement, and more). FE CashCalc also features Gross Cashflow for tax-aware planning. Related products within the FE fundinfo ecosystem include FE Analytics (fund research and portfolio analysis), Command Deck (portfolio intelligence), FE AdviserAsset (pension switching), and FE Investments (risk-managed portfolios), which together provide a comprehensive advisory workflow solution.
Differentiator
Problem solved
Functional benefit
Products and services
- FE CashCalc Integrated cloud-based suite of online financial planning tools for UK financial advisers and paraplanning firms. Includes an award-winning lifetime cashflow modeller with visual timelines, deterministic/stochastic/gross cashflow stress testing, a suite of 25+ financial calculators, and visual client report generation. Sold via per-seat subscription at £75/month + VAT per adviser, with a free bundled paraplanner licence, and bespoke group licensing for larger firms.
Quantifiable outcome
- £34,500 potential annual savings per adviser with average client base
- +2 more outcomes
Companies that use Cash Calc
Customer profileNamed customers2 records
Segments1 record
Ideal customer profiles2 records
Cash Calc technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature6 records
Cash Calc partnerships and signals
Strategic signalScale indicators4 records
Recent moves6 records
Expansion highlights5 records
Cash Calc competitors and assessment
Company assessmentEmerging players
- Finura: UK-based financial planning software for financial advisers, paraplanners and accountants with lifetime cashflow modelling. Emerging competitor to FE CashCalc in the UK advice market.
- NextWealth: NextWealth provides financial planning and back-office technology targeting UK financial advisers and paraplanners, with overlapping planning workflow capabilities to FE CashCalc.
Broad incumbents
- iPipeline: iPipeline provides digital solutions for life insurance and wealth management including financial planning tools for advisers. Comparable in serving advisers with financial planning workflow capabilities at larger scale.
- Salesforce Financial Services Cloud: Salesforce's Financial Services Cloud offers wealth management CRM and financial planning workflows for advisers. Broad incumbent in adviser technology that competes with best-of-breed tools like FE CashCalc for adviser wallet share.
- Abrigo: US-headquartered fintech platform serving community banks and credit unions with compliance, lending and wealth management tools; broader portfolio than CashCalc but overlaps in adviser-facing planning modules.
- Praemium: Praemium operates an investment platform with integrated financial planning and reporting tools for advisers. Comparable in providing adviser-facing planning capabilities as part of a broader wealth platform offering.
Direct peers
- Defaqto: Defaqto (part of Adenza via Aveni) provides financial product data, ratings and adviser-facing planning tools including Defaqto Engage for client financial planning. Overlaps with FE CashCalc in UK adviser workflow and goal-based planning use cases.
- Dynamic Planner: UK-headquartered risk profiling and financial planning platform serving financial advisers and paraplanners. Direct competitor to FE CashCalc in the UK advice market with comparable financial planning workflow positioning.
- Voyant: Voyant (acquired by Aquiline in 2021) provides cloud-based financial planning and cashflow modelling tools for financial advisers worldwide. Direct competitor to FE CashCalc in lifetime cashflow planning, with overlapping target customers in UK IFA market.
- Distribution Technology / Avelo: Distribution Technology (rebranded as Avelo) provides financial planning and back-office software to UK advisers and paraplanners. Direct competitor offering lifetime cashflow and goal-based planning tools.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Cash Calc social profiles
Digital presenceCash Calc financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cash Calc leadership team
Management profileNumber of profiles
Cash Calc subsidiaries and ownership
Company hierarchySubsidiaries5 records
Cash Calc funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cash Calc M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Cash Calc
What does Cash Calc do?
FE CashCalc (Cash Calc) is a cloud-based financial planning software platform for financial advisers and paraplanning firms. Its core offering is an award-winning lifetime cashflow modeller that produces visual, client-friendly plans, complemented by a suite of 25+ financial calculators (pension forecaster, mortgage/equity release, inheritance tax, school fees, early retirement) and a tax-aware gross cashflow module for scenarios involving savings, dividends, salary sacrifice, CGT, inherited pensions and surplus income.
Is Cash Calc a public or private company?
Cash Calc is a private company. It is classified as corporate owned and is currently operating.
When was Cash Calc founded?
Cash Calc was founded in 2014. It employs 11 to 50 people.
Where is Cash Calc based?
Cash Calc is headquartered in Newport, United Kingdom, in the Europe region.
How does Cash Calc make money?
Two revenue lines are on record. Software Subscription - Individual Adviser Licence is the primary driver. The others are software Subscription - Group/Bespoke Licensing.
Who are Cash Calc's main competitors?
Emerging players on record are Finura and NextWealth. Broad incumbents are iPipeline, Salesforce Financial Services Cloud, Abrigo and Praemium. Direct peers are Defaqto, Dynamic Planner, Voyant and Distribution Technology / Avelo.
Does Cash Calc have an API?
No public API is recorded for Cash Calc.
What industry is Cash Calc in?
Cash Calc's product category is Financial Planning Software. Its primary akta.pro industry code is FSAGADAB, Expense Tracking & Financial Dashboards, with a secondary code of FSAGADAF, Net Worth & Personal Balance Sheet Tracking.