No. 5 of 34 ·Financial Planning Software

FE CashCalc

Web · Android · iPhone · paid plans from £80/mo

Freedom report

Three barsScore 6.5

Free tierA free tier is on its own pricing page
Open codeNo open-source code on record
Runs widely3 of 6 device platforms
DocumentedPlans, terms and facts published

FE CashCalc is ranked #5 of 34 in financial planning software on Freedom251. It runs on Android, iOS, Web. There is no free plan. Paid plans start at £80/mo.

FE CashCalc plans and pricing

All plans

Paraplanner licence Free Free with every individual adviser licence One included with each individual adviser licence fefundinfo.com · 5 Oct 2026

Individual adviser licence £80/mo £80/month + VAT Per individual adviser licence · includes one free paraplanner licence fefundinfo.com · 5 Oct 2026

Group licence Not published Bespoke price for larger firms Larger firms fefundinfo.com · 5 Oct 2026

Compared on financial planning software

Free plan: No
Cash-flow modeling: Yes
Goal planning: Yes
Tax planning: Yes
Scenario analysis: Yes
Insurance planning: Yes
Investment planning: Yes
Client portal: Yes

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The record

Purpose: FE CashCalc is an online financial planning suite for advisers that creates lifetime cashflow plans.
Modelling: It supports deterministic, stochastic and gross cashflow modelling, market simulations and stress testing.
Goals and reports: Advisers can map life events and goals on a visual timeline and produce client-friendly reports comparing current and proposed plans.
Calculators: The product includes over 35 financial calculators, including pension, mortgage, equity release, school fees and inheritance tax tools.
Mortgage and protection: Mortgage and protection planning is built into FE CashCalc at no extra cost, with a suite of 10 calculators and stress tests.
FE Analytics integration: Users licensed for both products can import valuation and holdings data, run a Medium Scan, download factsheets and documents, and export portfolios between FE CashCalc and FE Analytics.
Mobile app: The cloud-based CashCalc app is available for iOS and Android, and advisers and clients can use it to access their account or Portal.
Security: A maker-published case study says FE CashCalc information is encrypted with AES-256 and third-party integrations use OAuth2 and encrypted TLS connections.
Data processing: FE fundinfo says CashCalc processes financial data, including transactions, along with account, contact, payment and usage information to provide the service and support customers.
Support: The maker says CashCalc customers can receive support through web tools, email and phone.
Optional assistant: The optional Nexus Assistant records client conversations and completes the fact-find automatically, with a compliant audit trail built as advisers work.
Intended users: FE CashCalc is designed for financial advisers and paraplanners, and the maker also offers group licences for larger firms.
Company history: FE fundinfo says it formed in 2019 following the merger of FE, fundinfo and F2C in 2017; its acquisition announcement says CashCalc was founded in Newport in 2014.
Founded: 2014
Price from: £80/mo

Where it ranks on Freedom251

Best Financial Planning Software in 2026#5 of 34

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Sources

fefundinfo.com/products/financial-advisers/fe-cashcalc· checked 5 Oct 2026
fefundinfo.com/insights/introducing-an-integration-bet· checked 5 Oct 2026
fefundinfo.com/insights/introducing-the-cashcalc-app· checked 5 Oct 2026
fefundinfo.com/client-success-stories/sandringham-fina· checked 5 Oct 2026
fefundinfo.com/legal-and-policies/fe-fundinfo-data-pro· checked 5 Oct 2026
fefundinfo.com/insights/fe-fundinfo-acquires-market-le· checked 5 Oct 2026