FE CashCalc
7.9#4 in financial planning softwareFrom £80 a monthFree planAndroidiOSWebAPI
VisitFE CashCalc vs Timeline
What both publish
| Fact | FE CashCalc | Timeline |
|---|---|---|
| Company history | FE fundinfo says it formed in 2019 following the merger of FE, fundinfo and F2C in 2017; its acquisition announcement says CashCalc was founded in Newport in 2014. | Timeline's about page traces its history to Finalytiq's launch in 2016 and says Timeline launched in 2018 to help advisers address decumulation using real data. |
| Founded | FE fundinfo’s acquisition announcement says CashCalc was founded in Newport in 2014 and FE fundinfo formed in 2019 after the FE, fundinfo and F2C merger. | 2018 |
| Headquarters | London, United Kingdom | 70 Gracechurch Street, London, EC3V 0HR, United Kingdom |
FE CashCalc plans
- Paraplanner licenceFree
- Individual adviser licence£80 a month
- Group licencePriced on request
Timeline plans
- Timeline Portfolios£0.09 a year
- Timeline Platform£0.15 a year
- Timeline Planning£135 a month
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 Timeline if…
You want what its maker publishes above — check its page for the details.