“Will I be okay?”....It’s the question clients ask the most.
@FinCalcUK 's Retirement Modeller shows:
🎯How long funds might realistically last
🎯The impact of delaying contributions
🎯What happens when returns don’t go to plan
🎯What is actually sustainable in retirement
For financial advisers only, not for consumers.
We've joined forces with a range of partners to deliver a guaranteed income producing asset provided by our Secure Lifetime Income solution which could optimise drawdown portfolio outcomes when integrated into your client’s SIPP.
Find out more here. #JustBlends #RetirementIncome
https://t.co/jI817ZkYb5
📰More great press on our partnership with @atomoswealth 📰
Excited to see @FinCalcUK and Atomos working together to enhance financial planning and client engagement 🚀
https://t.co/cTHTw0tJWO
🚀 Exciting Partnership Announcement 🚀
We’re delighted to share that @FinCalcUK has partnered with @atomoswealth, to power their financial planning and client onboarding journey.
See full coverage in @Profadviser
https://t.co/SmW7cj62ky
🚀 Introducing Live Chat in FinCalc!
We know sometimes you just need a quick answer, or a little guidance, while using @FinCalcUK. That’s why we’re excited to launch our Live Chat feature!
💻 Click Get Support and start chatting today!
To find out more, why not contact us.
📊 Helping clients see the bigger picture
With FinCalc’s #cashflow & retirement modelling tools, advisers can:
✔️ Stress test against inflation and market shifts
✔️ Demonstrate capacity for loss clearly
✔️ Build confidence in financial plans through clear, visual outputs
For financial advisers only.
With growing FCA focus on withdrawal sustainability, advisers like Tristan are turning to guaranteed income to support better outcomes.
See how blending strategies are reshaping retirement planning. #JustBlends
https://t.co/yvJjWLiSCi
In today’s fast-paced advice environment, efficient communication and streamlined onboarding aren’t just nice-to-haves, they’re essential. That’s why we’ve built a secure, fully branded #ClientPortal designed to help advisers save time and deepen client relationships.
Here’s how
At @FinCalcUK, we’re committed to ensuring our software keeps pace with the latest market enhancements.
Following product updates from @WeareJust_PR , we’ve incorporated the enhanced death benefit options into our #SecureLifetimeIncome (SLI) modelling within FinCalc.
Exciting times at @FinCalcUK ! 🚀 Thrilled to see our seamless integration with @plannrcrm transforming how advisers work. Instant launch or create clients, powerful reports, and effortless client management – all at the press of a button! 💼
I was great to talk about how #cashflowmodelling supports better planning when circumstances change. We explored how the right tools can help guide conversations and build confidence in retirement decisions.
🎧 Episode 4 of Retirecast is still available
https://t.co/h30FzxBOoM
Financial advisers, how do you manage client expectations when life changes? Retirecast episode four explores how cash-flow tools help keep retirement plans on track. Joined by Gavin Shears from FinCalc, we look at tools for better decisions. Watch now.
https://t.co/9wjDoCraev
The platform has rolled out the first phase of its integration with FinCalc – a financial planning platform used by advisers for cashflow modelling, alongside retirement and IHT planning. @twenty7tec https://t.co/bzWkVOH2O7
🚀 Exciting news! We're thrilled to announce our new integration with @twenty7tec , featured in @_moneymarketing
This partnership brings together @FinCalcUKpowerful financial planning tools with Twenty7tec’s CRM, helping advisers provide a more joined-up experience.
#Cashflow
More great press! 📣
Our integration with @twenty7tec is making waves, now featured in @IFAMagazine .
Smarter, faster, more connected advice journeys. That’s what happens when two leading platforms come together.
👉 Better outcomes for advisers and clients alike.
#FinTech
Twenty7tec (@twenty7tec) has announced the next step in the evolution of its innovative CRM system. The leading financial adviser platform has rolled out the first phase of its integration with FinCalc (@FinCalcUK).
https://t.co/BCqLgukurd
Simple visuals, fast answers, and a far better conversation.
If you're still relying on static reports or spreadsheets, it might be time to try something different.
Want a closer look? Book yourself a demo here
https://t.co/PkGRGaWWDb
#FinancialPlanning#CashflowModelling
“Will I be okay?”....It’s the question clients ask the most.
@FinCalcUK 's Retirement Modeller shows:
🎯How long funds might realistically last
🎯The impact of delaying contributions
🎯What happens when returns don’t go to plan
🎯What is actually sustainable in retirement
🚀 **Exciting Update from @FinCalcUK !** 🚀
At FinCalc, we’ve been busy all summer, continuously refining our software to make even more powerful financial planning tools. 🌟
We’re thrilled to announce the latest enhancement to our cashflow: 🎯Stochastic Modelling!🎯
🚀 Exciting News from @FinCalcUK ! 🚀
Another week, another new feature! We're thrilled to introduce our New Snapshot Reports – designed to give you instant access to key financial metrics like Net Worth and Current Income vs Expenditure.
#FinancialPlanning#SnapshotReports
After the success of our seminar series and the webinar in July with our friends at @Just_Adviser, we have decided to host the webinar again on 6 September at 11am to discuss the key challenges clients face.
BOOK YOUR PLACE NOW -> https://t.co/6YGUSFey6q