FinCalc partners with Vision IFP
IFA network Vision Independent Financial Planning Ltd has partnered with us for the next 5 years.
We will provide their financial planning tools including cashflow modelling, retirement modelling, inheritance tax planning and a full range of financial calculators as part of the Vision IFP package for their advice firms.
Inheritance Tax Modeller - Now Available
Our comprehensive approach to inheritance tax planning allows you to illustrate your client's future inheritance tax liability concisely and accurately at any age, as well as including multiple proposals to reduce your clients inheritance tax liability and see the impact this has on their estate.
2 Way Integration with Iress Xplan – Now Available
As part of our continuing development with back-office system integrations, we are pleased to confirm that the 2-way integration with Xplan is now available on FinCalc!
Client Portal - Now Available
We are pleased to announce the release of our New Client Portal.
This new system has been created to enhance your client's engagement. Not only is this an initial onboarding service, but also an ongoing secure communication platform between you and your clients. Customise the Client Portal to use your company logo and colours. Share and receive unlimited documents. 2-way secure messaging, grouped in easy-to-read conversations.
2-Way Integration with CURO by Time4Advice – Now Available
As part of our continuous development at FinCalc, we are pleased to confirm that 2-way Integration with CURO by Time4Advice is now available on FinCalc.
2-Way Integration with intelliflo office
FinCalc Official Press Release
O&M Launches New Cashflow Modelling Software
Read our official Press Release