Cashflow Planning
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FinCalc is a financial planning software solution, designed to empower advisers in a dynamic environment. By offering a suite of tools that streamline workflows, enhance client engagement. FinCalc is positioned to be a key asset for modern financial advisory practices.

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HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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INSIGHTS:

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Integration Hubs & Tools – Finio

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REGTECH SUPPLIER/SOFTWARE: Aveni

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Marketing and Client Engagement Systems Supplier/Software: Asset-Map

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: INTELLIFLO OFFICE

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: IRESS Xplan

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Report Generation Supplier/Software: Ammonite

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Cashflow Planning
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