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Development timeline

See how FinCalc has grown since launch in April 2020.

New

Client Portal launched
Custom Fact Finds added to Client Portal
Illustrate First Death in Cashflow
Product Provider Lists (create your own or pull from Backoffice integrations)

Improvements

Transvas illustration age can now be a specific date
Transvas Search improvements
Added ability to clone a Transvas Case
Intelliflo Office and Time4Advice Curo integration enhancements
Events shown on cashflow charts
Added Health and Social Care Levy into tax calculations
Added Product Provider Lists and Policy Numbers to Client Portal and Cashflow

New

Pension Annual Allowance calculator launched
Carry Forward calculator launched
Added Salary Link comparison option to Transvas with TVC

Improvements

Auto Withdrawals enhanced within Cashflow modeller to support phased drawdown
Manage / Customise User Profiles and their access to functions and features
Can now amend tax rates for future tax years within the Income Tax calculator
Added pension breakdown report to full Transvas with TVC report
Ability to choose Company default branding and User or Client specific branding
'Search help for...' added to top of all pages to encourage reference to support area
Updated expense types and added ability to customise the 'Quick Create" expense list
Drag and drop functionality added to manage liquidity order
Ability to display results using full page width

New

Retirement Modeller launched
Capital Gains Tax calculator launched
Lifetime Allowance analysis chart and report page for Cashflow Modeller

Improvements

Multiple branding available for customers
Multi tab functionality
Growth sets data can now be for any period
Ability to copy growth sets

New

2-way integration with CURO by Time4Advice
Single Sign On (SSO) functionality 
Transvas with TVC results screen
Tax efficient income shortfall funding options within Cashflow Modeller

Improvements

Improved Cashflow Modeller calculation speed
Transvas with TVC refreshed reports

New

2-way integration with intelliflo Office

Improvements

'Things to Consider' added to Cashflow Modeller report
'Change Tax Rates' scenario added to the Cashflow Modeller
Marriage allowance added to tax calculations within Cashflow Modeller

New

Portfolio Performance Calculator launched

Improvements

Updated minimum pension age within Cashflow Modeller
Shortfall order options added to Cashflow Modeller
Lifetime allowance calculations within Cashflow Modeller
New and improved retirement benefits screen for Transvas with TVC

New

FinCalc platform launched
Transvas with TVC
State Pension Age calculator
Custom report branding