FinCalc
Interactive cashflow, retirement & IHT modelling that makes advice engaging, auditable & clear.
FinCalc delivers intuitive, interactive tools that transform how advisers present financial advice. From cashflow and retirement modelling to inheritance tax planning, complex concepts become clear, visual, and engaging for clients. Advisers can instantly generate compliant reports, run stress tests, model risk adjustments, and evidence capacity for loss, all within one platform.
Streamline Client Engagement
Run real-time cashflow projections, retirement scenarios, and “what if” planning that bring financial decisions to life and strengthens client relationships.
Enhance Compliance & Efficiency
Ensure firm-wide consistency with audit-ready reports, assumption sets, and integrations – saving time while meeting file-check requirements.
Digital Engagement Portal
Simplify onboarding and reviews with a secure, interactive portal for fact‑finding, annual check‑ins, and seamless client collaboration.
See FinCalc in action
Designed to integrate seamlessly with intelliflo Office, FinCalc also offers a full digital engagement portal for fact finding, reviews, and client collaboration. By reducing admin, enhancing compliance, and improving engagement, FinCalc helps advisers save time, build trust, and strengthen client relationships.
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