
FE CashCalc
7.9#4 in financial planning softwareFrom £80 a monthFree planAndroidiOSWebAPI
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| Fact | FE CashCalc | MyPlan |
|---|---|---|
| Headquarters | London, United Kingdom | South Africa |
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.
MyPlan suits individuals planning goals, retirement, and estate details, as well as advisors managing multiple client portfolios. It is relevant to users who prefer to enter financial data themselves and share read-only summaries with advisors.