FE CashCalc
7.9#4 in financial planning softwareFrom £80 a monthFree planAndroidiOSWebAPI
VisitFE CashCalc vs Moneytree
What both publish
| Fact | FE CashCalc | Moneytree |
|---|---|---|
| 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. | Moneytree says it was founded in 1981 and joined Accutech Systems Corporation in 2019. |
| Headquarters | London, United Kingdom | Muncie, Indiana, United States |
FE CashCalc plans
- Paraplanner licenceFree
- Individual adviser licence£80 a month
- Group licencePriced on request
Moneytree plans
- Essential$1,195 a year
- Elite$2,195 a year
- EnterprisePriced on request
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.
Pick Moneytree if…
You want what its maker publishes above — check its page for the details.