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FE CashCalc vs MyPlan

FE CashCalc logo

FE CashCalc

7.9#4 in financial planning softwareFrom £80 a month
Free planAndroidiOSWebAPI
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MyPlan logo

MyPlan

6.7#15 in financial planning softwareFree plan
Free planWeb
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What both publish

FactFE CashCalcMyPlan
HeadquartersLondon, United KingdomSouth Africa

FE CashCalc plans

  • Paraplanner licenceFree
  • Individual adviser licence£80 a month
  • Group licencePriced on request

MyPlan plans

  • Individual PlanFree
  • Advisor PlanPriced 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 MyPlan if…

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.

Charts they share