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THE MANY FEATURES OF FINCALC

FinCalc offers much more than the essential tools it provides!

OUR EXPERTISE

OUR EXPERTISE

FinCalc is powered by O&M Pension Solutions who have been heavily involved in providing software solutions for the financial services industry for over two decades.  Our Transvas tool was initially launched in 1993 and has become the industry standard TVA report engine for the discerning adviser

CONTINUOUS DEVELOPMENT

CONTINUOUS DEVELOPMENT

Our team of experienced software and industry experts are responsible for the continued development of FinCalc.  From additional calculators to more advanced tools, we are tasked with helping to simplify your financial planning process - allowing you to create your client's advice package with little fuss

FIRST CLASS DATA SECURITY

FIRST CLASS DATA SECURITY

Your client sensitive information is stored securely using UK based Microsoft Azure data centres and in compliance with GDPR data security requirements.  All data entered into our software is fully encrypted at rest and in transit

INPUT DATA CHECKS

INPUT DATA CHECKS

In depth checks on inputted data are made to ensure inconsistencies can be identified and managed.  Information advisories are provided to assist you

USER TRAINING

USER TRAINING

Extensive range of live Webinar training sessions available to all users, as well as helpful guides and videos, ensure you get the most out of our software

PERSONAL TECHNICAL SUPPORT

PERSONAL TECHNICAL SUPPORT

Our experienced Support Team staff are on hand to answer both your technical and user queries

COMPREHENSIVE REPORTS

COMPREHENSIVE REPORTS

Sophisticated, transparent reports support your compliance and advice process needs whilst remaining easy to digest by your clients

REPORT BRANDING

REPORT BRANDING

Give your reports that professional edge by adding your logo and company colour theme

MORE CONTROL

MORE CONTROL

You manage the report production from start to finish giving you complete control when managing your client's expectations