Fincalc Financial Planning Software
Felcorp Support's Fincalc capability for financial planning practices. Dedicated Fincalc support and outsourcing.
Felcorp's Fincalc capability
Fincalc software capability is included as part of the following Felcorp service areas:
Felcorp Support is actively investing in developing our expertise on the Fincalc platform as part of our commitment to expanding our UK and international financial planning capabilities. Our paraplanning teams are currently undergoing structured training across Fincalc's financial planning, cashflow modelling, fact-finding, and document generation modules. As we build and formalise our proficiency on this platform, we are positioning our offshore teams to support UK-based advisory practices with financial plan construction and planning documentation within the Fincalc environment.
Our teams are familiarising themselves with Fincalc's planning modules, cashflow analysis tools, and reporting capabilities to deliver paraplanning support for UK and international advisory practices.
What is Fincalc?
Fincalc is a web-based financial planning and cashflow modelling software platform designed for financial advisors in the UK and European markets. The platform provides comprehensive tools for financial planning, cashflow analysis, fact-finding, advice document generation, and compliance support. Fincalc supports the full advice lifecycle from client discovery through to ongoing servicing and review.
Key modules and components
- Cashflow planning and analysis
- Financial planning with integrated modelling
- Fact-finding and data collection
- Advice document generation
- Compliance tracking and audit trail
- Goal-based planning
- Pension and retirement modelling
- Tax-efficient planning tools
- Estate planning and protection analysis
- Client engagement and reporting
For more information about Fincalc, visit the official website at fincalc.com.
