FE CashCalc

Onboarding, Integrations and Cashflow Modelling software

[FE CashCalc @FECashCalc]

Support vulnerable clients with #FECashCalc

Hear how Barry Davys, Partner at The Spectrum IFA Group, used FE CashCalc's visual cashflow models to reassure an elderly client.

Try it free today: https://t.co/YgwKPp3qfV

#FinancialAdvisers #ConsumerDuty #CashflowPlanning

[FE CashCalc @FECashCalc]

📢 This week, we held our very first Demo Day Wednesday event!

Every Wednesday, we’re walking you through a LIVE demo of different features of our tools for financial advisers, wealth managers, and paraplanners.

➡️ Sign up to all our future events here: https://t.co/t1dacFGSO6

[FE CashCalc @FECashCalc]

❗New Series Alert: Demo Day Wednesdays

Discover how our tools for advisers can streamline your process with a different aspect every week.

➡️ Sign up now and stay tuned for more episodes: https://t.co/MXz4mJmfsW

#DemoDayWednesdays #FinancialPlanning #ClientEngagement

[FE CashCalc @FECashCalc]

❗Advisers, how much time did you spend today switching between different systems?

On Thursday 7 November at 10:00 GMT, discover how an integrated tech stack can transform your practice.

➡️ Register now: https://t.co/OxJG9OBq6M

#FEfundinfo #Webinar #FinancialAdvisers

[FE CashCalc @FECashCalc]

❗Advisers lose 20% of their time switching systems. It's time to reclaim those hours.

Join David Scholes on 7 November at 10:00 GMT to learn how to streamline tech for better client experiences.

➡️ Register now: https://t.co/V5Lv1KYVK0

#FEfundinfo #Webinar #FinancialAdvisers

[FE CashCalc @FECashCalc]

Good news for financial advisers! FE CashCalc just got a major upgrade, and it's all about enhancing your clients’ experience.

Discover what's possible today, and what's coming for you and your clients in the next phase of FE CashCalc enhancements.

https://t.co/uY7hzaYYSl

[FE CashCalc @FECashCalc]

📣 NOW LIVE: Integration between FE CashCalc and Just

Dynamically adjust your cashflow plans to account for any guaranteed lifetime income you’re looking to offer a client.

➡️Read more: https://t.co/TDWFmZXY7A

#FinancialAdvisers #FECashCalc #Integration #JustBlends

[FE CashCalc @FECashCalc]

❗With tax year end approaching, save time and ensure accuracy with our Pension Carry Forward and Tapered Annual Allowance Calculator.

➡️ See it in action: https://t.co/4kivFsHeI6

#FECashCalc #financialplanning #taxyearend #finanacialadvisers

[FE CashCalc @FECashCalc]

📣 Video Training pathways for FE Analytics and FE CashCalc are now available on our website

➡️ Download now: https://t.co/dfD3wPqKkR

#FEAnalytics #FECashCalc #FinancialAdvisers #Training

[FE CashCalc @FECashCalc]

📣 Video Training pathways for FE Analytics and FE CashCalc are now available on our website

➡️ Download now: https://t.co/IlHnFKQKJl

#FEAnalytics #FECashCalc #FinancialAdvisers #Training

[FE CashCalc @FECashCalc]

Is the removal of the #LifetimeAllowance a welcomed change, or will new rules just result in more complexity?

Read now from @FEfundinfo: https://t.co/BdDPnzZ4fB

#financialplanning #retirementplanning #pensionregulation #cashflowplanning

[FE CashCalc @FECashCalc]

📣 Last chance to have your say!

Our 2024 Financial Adviser Survey is closing TODAY.

From how Consumer Duty has impacted your business, to the role of technology and AI in your advice process, we want to know.

➡️ https://t.co/x5yJb5Kk26

#FinancialAdvisers #FinancialPlanning

[FE CashCalc @FECashCalc]

Is the removal of the #LifetimeAllowance a welcomed change, or will new rules just result in more complexity?

Read now from @FEfundinfo: https://t.co/BKXxVUyu0B

#financialplanning #retirementplanning #pensionregulation #cashflowplanning

[FE CashCalc @FECashCalc]

Advisers, don't miss out!

Our Adviser Survey is still live, and we will be donating £5 to Shelter for every completed submission, as well as giving you the chance to win a Bose SoundLink Mini II.
➡️ https://t.co/wiRKERIOkU

#FinancialAdvisers #FinancialPlanning #FECashCalc

[FE CashCalc @FECashCalc]

Advisers, don't miss your chance to have your say!

From how Consumer Duty has impacted your business, to the role of technology and AI in your advice process, we want to know.

➡️ https://t.co/dVPMOutwb0

#FinancialAdvisers #FinancialPlanning #Survey #FEAnalytics #FECashCalc

[FE CashCalc @FECashCalc]

Advisers! Today is the final day to subscribe to our blog and be in with a chance of winning Apple AirPods just in time for Christmas 🎄

➡️ Sign up now: https://t.co/ZdziHmGVjY

#FinancialAdvisers #FinancialAdvice #FinancialPlanning #FEfundinfo

[FE CashCalc @FECashCalc]

Help us raise money for Shelter this Christmas 🎄

Advisers, we will be donating £5 for every completion of our adviser survey to help the homeless this Christmas.

➡️ https://t.co/VS9ws71KF2

#FinancialAdvisers #FinancialPlanning #Survey #FEAnalytics #FECashCalc

[FE CashCalc @FECashCalc]

Our 2024 Financial Adviser Survey is now live!

From how Consumer Duty has impacted your business, to the role of technology and AI in your advice process, have your say.

➡️ https://t.co/E3mESMDgM1

#FinancialAdvisers #FinancialPlanning #FEAnalytics #FECashCalc

[FE CashCalc @FECashCalc]

We've teamed up with @AvivaUK and @AvivaInvestors for a series of events across the UK in November.

Join us for a deep dive into the latest market trends, regulations, and technology being developed for the advice sector.

Sign up: https://t.co/QbMo3aiY6c

#FinancialAdvisers

[FE CashCalc @FECashCalc]

Automatically send documents to clients ahead of their scheduled annual review with our latest update, saving you time and ensuring that you have the most up-to-date information.

Try #FECashCalc today: https://t.co/6Z8LacXnY8

#FinancialAdvisers #FinancialPlanning #AnnualReview

[FE CashCalc @FECashCalc]

Our newest enhancements:

• Additional fields and values in the Fact Find
• Auto-send documents before a scheduled annual review
• Set bespoke PCLS allowances in the Gross Cashflow Modeller

Find out more: https://t.co/9KJ40NP3Aw

#FECashCalc #FinancialPlanning