Onboarding, Integrations and Cashflow Modelling software designed to help you and your entire financial planning process. Get Started with a 28 day free trial and find out what you can achieve with our award winning technology. 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.
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.
Services
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. Our Onboarding tools are designed to enhance client engagement as well as solve many pain points both you and your client experience when securely communicating and sharing information with each other.
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 planning process. We have been working hard on developing ways so that you don't have to re-key information into multiple systems.
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. You can also enjoy 20+ other financial planning tools. Our Planning tools are designed to help you create better financial plans for your clients.
As soon as you register for an account with us, you can use the entire suite of tools free for 28 days. Then, if you like CashCalc and all its features, you simply need to subscribe to a CashCalc Premium Account. Our award-winning technology is used by thousands of financial planners across the country as the central hub to their financial planning process.
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