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FE CashCalc vs Planswell

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FE CashCalc

7.9#4 in financial planning softwareFrom £80 a month
Free planAndroidiOSWebAPI
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FE CashCalc plans

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

Planswell 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 Planswell if…

Planswell suits people who want several financial-planning areas in one service. It also fits planners who need a client portal alongside mobile and web access.

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