Development timeline

See how FinCalc has grown since launch in April 2020.

January 2022 - March 2022

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

October - December 2021

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

July - September 2021

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

April - June 2021

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

January - March 2021

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

October - December 2020

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

July - September 2020

New	Cashflow Modeller launched Secure Client Portal OCF/ TER, Average Growth, and Income Tax calculators Transvas Admin Pro

April - June 2020

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