FE CashCalc
7.9#4 in financial planning softwareFrom £80 a monthFree planAndroidiOSWebAPI
VisitFE CashCalc vs NaviPlan
What both publish
| Fact | FE CashCalc | NaviPlan |
|---|---|---|
| Client portal | The portal supports digital fact finds, secure messaging, document exchange, onboarding and notifications. | Its client portal gives clients access to financial plans and uses an eFact Finder to collect information during onboarding. |
| Headquarters | London, United Kingdom | InvestCloud lists its headquarters at 810 7th Ave, 24th floor, New York, NY 10019. |
| Intended users | FE CashCalc is designed for financial advisers and paraplanners, and the maker also offers group licences for larger firms. | The product page describes NaviPlan as equipping financial professionals and firms to serve clients with financial plans. |
FE CashCalc plans
- Paraplanner licenceFree
- Individual adviser licence£80 a month
- Group licencePriced on request
NaviPlan plans
No prices published.
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 NaviPlan if…
It suits financial professionals and firms building plans with clients across multiple planning areas. Web access fits teams seeking browser-based planning and client participation.