Founded in 2014 by a Chartered Financial Planner, CashCalc develops a suite of online tools designed to streamline the financial planning process. The software suite includes features for client onboarding, cashflow modelling, and producing detailed financial reports. The company's mission is to equip financial advisers with efficient, user-friendly, and powerful technology to enhance their service, improve client engagement, and ensure a compliant and effective planning process.

Founded in

United Kingdom