Following closely behind our Income Tax calculator comes the next two in our series of Financial Calculators that we are making available to all FinCalc users at no extra cost!
Our new OCF/TER calculator allows you to clearly show the breakdown of the associated costs of investment holdings, taking account of multiple holdings, product charges and adviser charges. You also have the ability to extend this to demonstrate the effect of charges against the growth.
Our new Average Growth Calculator allows you to clearly show the weighted average growth of a portfolio of investment holdings. You also have the ability to build in charges to demonstrate the effect of charges against the growth.
Both calculators are supported by a professional report that can be fully branded for the financial adviser firm and includes a clear and concise graphical analysis to help you assess investing in different investment holdings within a Portfolio.
As well as being powerful tools when providing clients with investment advice, it will also provide you with the ability to calculate the average charges and growth to include within a Transvas Case or to override assumptions on the Cashflow.
The new OCF/TER Calculator and Average Growth Calculator are both included for NO EXTRA COST for any user on FinCalc, whether they have our Cashflow Modeller, Transvas/TVC tool or both.