FE CashCalc review
A cash-flow-led planning suite with tax-aware modelling, stress tests and client tools.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
FE CashCalc is an online financial planning suite for financial advisers and paraplanners, with cash-flow modelling at its centre. It supports lifetime projections, net and gross cash-flow plans, tax-aware calculations, visual timelines for life events and goals, mortgage and protection planning, investment-aware projections, and more than 35 financial calculators. Advisers can also provide client-ready reports, side-by-side plan comparisons, secure onboarding, messaging, document exchange and data collection through the FE Onboard client portal.
Pricing is structured around adviser access. The Adviser licence costs £75 per individual adviser per month, plus VAT, and includes a free paraplanner licence. The Paraplanner licence is free with every individual adviser licence, while larger firms can use a Group licence with bespoke pricing. There is no free plan, so the product is aimed at firms prepared to pay for a dedicated planning system rather than users seeking an entry-level or trial-led option. The separate licence structure may suit adviser-led teams, while larger practices will need to assess the bespoke group arrangement.
FE CashCalc runs on the web and connects with FE Analytics, Open Banking and back-office systems. Its feature set covers core planning needs from goals and tax planning to scenario analysis, insurance planning, investment planning and client collaboration. Deterministic and stochastic stress testing add two ways to examine plan outcomes, while the optional Nexus Assistant provides an AI capability. Advisers who prioritise cash-flow-led advice and digital client workflows should consider it; firms seeking a free product or a broader platform footprint beyond the listed web environment may prefer an alternative.
FE CashCalc pros and cons
- Where it wins
- Lifetime modelling with deterministic and stochastic stress testing
- Tax-aware projections, goals, protection planning and 35+ calculators
- Client portal, reports and integrations with FE Analytics and Open Banking
- Where it doesn't
- No free plan is available
- Group licence pricing is bespoke
- Available as a web platform rather than a listed native desktop app
FE CashCalc fact sheet, pricing and score →
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