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New User Interface

We are delighted to introduce the new look and feel for FinCalc.

It is a modern, clean user interface which supports many more devices, including mobiles. The new user interface also enables us to introduce new functionality in the future and keep up to date with the latest technology. 

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 Custom Fact Finds Added

Following the success of our Client Portal, we are pleased to announce a new additional feature of Custom Fact finds.

Keep the fact finding process seamless for your clients by requesting all of your required information in one place.

Model 1st Death - Now Available

As part of our continuous development at FinCalc, we are pleased to confirm you can now Model 1st death within the Cashflow. Model comprehensive death scenarios, including disposal of Assets and a range of death benefits which will include LTA and income tax calculations.

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.

Pension Annual Allowance and Carry Forward calculators - now available

As part of our continuous development at FinCalc, we are pleased to confirm the release of the Carry Forward Calculator and the Annual Allowance Calculator as the latest additions to our FinCalc suite.  

Quickly determine your client's remaining Annual Allowance for this tax year, as well as a giving you a closer look at the previous tax years to determine the Carry Forward available, and the overall Annual Allowance position of your client.