Elements
7.0#11 in financial planning softwareFrom $149 a monthFree planAndroidiOSWeb
VisitElements vs FE CashCalc
FE CashCalc
7.9#4 in financial planning softwareFrom £80 a monthFree planAndroidiOSWebAPI
VisitElements plans
- StartingFree
- Core$149 a month
- Pro$299 a month
FE CashCalc plans
- Paraplanner licenceFree
- Individual adviser licence£80 a month
- Group licencePriced on request
Pick Elements if…
Elements suits advisors, firms, coaches, and teams seeking a repeatable, client-friendly way to deliver advice. It may be useful for advisors who want client tracking, reporting, and progress summaries in one platform.
Pick FE CashCalc if…
FE CashCalc is designed for financial advisers and paraplanners preparing lifetime cashflow plans and client reports. Larger firms can ask about group licences, and clients can use the app to access a Portal.