
FE CashCalc
7.9#4 in financial planning softwareFrom £80 a monthFree planAndroidiOSWebAPI
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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.
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.