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FECashCalc's profile picture. Onboarding, Integrations and Cashflow Modelling software

FE CashCalc

@FECashCalc

Onboarding, Integrations and Cashflow Modelling software

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FECashCalc's profile picture.
FE CashCalc
 @FECashCalc
٧ أغسطس ٢٠٢٣ م

Support vulnerable clients with #FECashCalc Hear how Barry Davys, Partner at The Spectrum IFA Group, used FE CashCalc's visual cashflow models to reassure an elderly client. Try it free today: hubs.ly/Q01-9_n_0 #FinancialAdvisers #ConsumerDuty #CashflowPlanning

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FE CashCalc
 @FECashCalc
٨ نوفمبرم

📢 This week, we held our very first Demo Day Wednesday event! Every Wednesday, we’re walking you through a LIVE demo of different features of our tools for financial advisers, wealth managers, and paraplanners. ➡️ Sign up to all our future events here: hubs.ly/Q02XwM9h0

FECashCalc's tweet image. 📢 This week, we held our very first Demo Day Wednesday event! Every Wednesday, we’re walking you through a LIVE demo of different features of our tools for financial advisers, wealth managers, and paraplanners. ➡️ Sign up to all our future events here: hubs.ly/Q02XwM9h0
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FECashCalc's profile picture.
FE CashCalc
 @FECashCalc
٣١ أكتوبرم

❗New Series Alert: Demo Day Wednesdays Discover how our tools for advisers can streamline your process with a different aspect every week. ➡️ Sign up now and stay tuned for more episodes: hubs.ly/Q02WqBWm0 #DemoDayWednesdays #FinancialPlanning #ClientEngagement

FECashCalc's tweet image. ❗New Series Alert: Demo Day Wednesdays Discover how our tools for advisers can streamline your process with a different aspect every week. ➡️ Sign up now and stay tuned for more episodes: hubs.ly/Q02WqBWm0 #DemoDayWednesdays #FinancialPlanning #ClientEngagement
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FECashCalc's profile picture.
FE CashCalc
 @FECashCalc
٢٩ أكتوبرم

❗Advisers, how much time did you spend today switching between different systems? On Thursday 7 November at 10:00 GMT, discover how an integrated tech stack can transform your practice. ➡️ Register now: hubs.ly/Q02W6QvR0 #FEfundinfo #Webinar #FinancialAdvisers

FECashCalc's tweet image. ❗Advisers, how much time did you spend today switching between different systems? On Thursday 7 November at 10:00 GMT, discover how an integrated tech stack can transform your practice. ➡️ Register now: hubs.ly/Q02W6QvR0 #FEfundinfo #Webinar #FinancialAdvisers
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FECashCalc's profile picture.
FE CashCalc
 @FECashCalc
٢٥ أكتوبرم

❗Advisers lose 20% of their time switching systems. It's time to reclaim those hours. Join David Scholes on 7 November at 10:00 GMT to learn how to streamline tech for better client experiences. ➡️ Register now: hubs.ly/Q02VQbs00 #FEfundinfo #Webinar #FinancialAdvisers

FECashCalc's tweet image. ❗Advisers lose 20% of their time switching systems. It's time to reclaim those hours. Join David Scholes on 7 November at 10:00 GMT to learn how to streamline tech for better client experiences. ➡️ Register now: hubs.ly/Q02VQbs00 #FEfundinfo #Webinar #FinancialAdvisers
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FECashCalc's profile picture.
FE CashCalc
 @FECashCalc
٢١ أكتوبر ٢٠٢٤ م

Good news for financial advisers! FE CashCalc just got a major upgrade, and it's all about enhancing your clients’ experience. Discover what's possible today, and what's coming for you and your clients in the next phase of FE CashCalc enhancements. hubs.ly/Q02TZ3lL0

FECashCalc's tweet image. Good news for financial advisers! FE CashCalc just got a major upgrade, and it's all about enhancing your clients’ experience. Discover what's possible today, and what's coming for you and your clients in the next phase of FE CashCalc enhancements. hubs.ly/Q02TZ3lL0
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FECashCalc's profile picture.
FE CashCalc
 @FECashCalc
٣٠ أبريل ٢٠٢٤ م

📣 NOW LIVE: Integration between FE CashCalc and Just Dynamically adjust your cashflow plans to account for any guaranteed lifetime income you’re looking to offer a client. ➡️Read more: hubs.ly/Q02vv8Fd0 #FinancialAdvisers #FECashCalc #Integration #JustBlends

FECashCalc's tweet image. 📣 NOW LIVE: Integration between FE CashCalc and Just Dynamically adjust your cashflow plans to account for any guaranteed lifetime income you’re looking to offer a client. ➡️Read more: hubs.ly/Q02vv8Fd0 #FinancialAdvisers #FECashCalc #Integration #JustBlends
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FE CashCalc
 @FECashCalc
١٣ مارس ٢٠٢٤ م

❗With tax year end approaching, save time and ensure accuracy with our Pension Carry Forward and Tapered Annual Allowance Calculator. ➡️ See it in action: hubs.ly/Q02pfkhn0 #FECashCalc #financialplanning #taxyearend #finanacialadvisers

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FE CashCalc
 @FECashCalc
٦ مارس ٢٠٢٤ م

📣 Video Training pathways for FE Analytics and FE CashCalc are now available on our website ➡️ Download now: hubs.ly/Q02nkXWf0 #FEAnalytics #FECashCalc #FinancialAdvisers #Training

FECashCalc's tweet image. 📣 Video Training pathways for FE Analytics and FE CashCalc are now available on our website ➡️ Download now: hubs.ly/Q02nkXWf0 #FEAnalytics #FECashCalc #FinancialAdvisers #Training
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FECashCalc's profile picture.
FE CashCalc
 @FECashCalc
٢٩ فبراير ٢٠٢٤ م

📣 Video Training pathways for FE Analytics and FE CashCalc are now available on our website ➡️ Download now: hubs.ly/Q02mFX-y0 #FEAnalytics #FECashCalc #FinancialAdvisers #Training

FECashCalc's tweet image. 📣 Video Training pathways for FE Analytics and FE CashCalc are now available on our website ➡️ Download now: hubs.ly/Q02mFX-y0 #FEAnalytics #FECashCalc #FinancialAdvisers #Training
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FECashCalc's profile picture.
FE CashCalc
 @FECashCalc
١٣ فبراير ٢٠٢٤ م

Is the removal of the #LifetimeAllowance a welcomed change, or will new rules just result in more complexity? Read now from @FEfundinfo: hubs.ly/Q02kSkRP0 #financialplanning #retirementplanning #pensionregulation #cashflowplanning

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FECashCalc's profile picture.
FE CashCalc
 @FECashCalc
٩ فبراير ٢٠٢٤ م

📣 Last chance to have your say! Our 2024 Financial Adviser Survey is closing TODAY. From how Consumer Duty has impacted your business, to the role of technology and AI in your advice process, we want to know. ➡️ hubs.ly/Q02klqwc0 #FinancialAdvisers #FinancialPlanning

FECashCalc's tweet image. 📣 Last chance to have your say! Our 2024 Financial Adviser Survey is closing TODAY. From how Consumer Duty has impacted your business, to the role of technology and AI in your advice process, we want to know. ➡️ hubs.ly/Q02klqwc0 #FinancialAdvisers #FinancialPlanning
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FECashCalc's profile picture.
FE CashCalc
 @FECashCalc
٢ فبراير ٢٠٢٤ م

Is the removal of the #LifetimeAllowance a welcomed change, or will new rules just result in more complexity? Read now from @FEfundinfo: hubs.ly/Q02jCHtk0 #financialplanning #retirementplanning #pensionregulation #cashflowplanning

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FECashCalc's profile picture.
FE CashCalc
 @FECashCalc
٢٤ يناير ٢٠٢٤ م

Advisers, don't miss out! Our Adviser Survey is still live, and we will be donating £5 to Shelter for every completed submission, as well as giving you the chance to win a Bose SoundLink Mini II. ➡️ hubs.ly/Q02hzpMt0 #FinancialAdvisers #FinancialPlanning #FECashCalc

FECashCalc's tweet image. Advisers, don't miss out! Our Adviser Survey is still live, and we will be donating £5 to Shelter for every completed submission, as well as giving you the chance to win a Bose SoundLink Mini II. ➡️ hubs.ly/Q02hzpMt0 #FinancialAdvisers #FinancialPlanning #FECashCalc
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FECashCalc's profile picture.
FE CashCalc
 @FECashCalc
١٦ يناير ٢٠٢٤ م

Advisers, don't miss your chance to have your say! From how Consumer Duty has impacted your business, to the role of technology and AI in your advice process, we want to know. ➡️ hubs.ly/Q02gzcKv0 #FinancialAdvisers #FinancialPlanning #Survey #FEAnalytics #FECashCalc

FECashCalc's tweet image. Advisers, don't miss your chance to have your say! From how Consumer Duty has impacted your business, to the role of technology and AI in your advice process, we want to know. ➡️ hubs.ly/Q02gzcKv0 #FinancialAdvisers #FinancialPlanning #Survey #FEAnalytics #FECashCalc
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FECashCalc's profile picture.
FE CashCalc
 @FECashCalc
٨ ديسمبر ٢٠٢٣ م

Advisers! Today is the final day to subscribe to our blog and be in with a chance of winning Apple AirPods just in time for Christmas 🎄 ➡️ Sign up now: hubs.ly/Q02ctcJ10 #FinancialAdvisers #FinancialAdvice #FinancialPlanning #FEfundinfo

FECashCalc's tweet image. Advisers! Today is the final day to subscribe to our blog and be in with a chance of winning Apple AirPods just in time for Christmas 🎄 ➡️ Sign up now: hubs.ly/Q02ctcJ10 #FinancialAdvisers #FinancialAdvice #FinancialPlanning #FEfundinfo
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FECashCalc's profile picture.
FE CashCalc
 @FECashCalc
٥ ديسمبر ٢٠٢٣ م

Help us raise money for Shelter this Christmas 🎄 Advisers, we will be donating £5 for every completion of our adviser survey to help the homeless this Christmas. ➡️ hubs.ly/Q02bNhFy0 #FinancialAdvisers #FinancialPlanning #Survey #FEAnalytics #FECashCalc

FECashCalc's tweet image. Help us raise money for Shelter this Christmas 🎄 Advisers, we will be donating £5 for every completion of our adviser survey to help the homeless this Christmas. ➡️ hubs.ly/Q02bNhFy0 #FinancialAdvisers #FinancialPlanning #Survey #FEAnalytics #FECashCalc
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FECashCalc's profile picture.
FE CashCalc
 @FECashCalc
٢٨ نوفمبر ٢٠٢٣ م

Our 2024 Financial Adviser Survey is now live! From how Consumer Duty has impacted your business, to the role of technology and AI in your advice process, have your say. ➡️ hubs.ly/Q02b1P5-0 #FinancialAdvisers #FinancialPlanning #FEAnalytics #FECashCalc

FECashCalc's tweet image. Our 2024 Financial Adviser Survey is now live! From how Consumer Duty has impacted your business, to the role of technology and AI in your advice process, have your say. ➡️ hubs.ly/Q02b1P5-0 #FinancialAdvisers #FinancialPlanning #FEAnalytics #FECashCalc
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FECashCalc's profile picture.
FE CashCalc
 @FECashCalc
٢٤ أكتوبر ٢٠٢٣ م

We've teamed up with @AvivaUK and @AvivaInvestors for a series of events across the UK in November. Join us for a deep dive into the latest market trends, regulations, and technology being developed for the advice sector. Sign up: hubs.ly/Q026nLbt0 #FinancialAdvisers

FECashCalc's tweet image. We've teamed up with @AvivaUK and @AvivaInvestors for a series of events across the UK in November. Join us for a deep dive into the latest market trends, regulations, and technology being developed for the advice sector. Sign up: hubs.ly/Q026nLbt0 #FinancialAdvisers
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FECashCalc's profile picture.
FE CashCalc
 @FECashCalc
٩ أكتوبر ٢٠٢٣ م

Automatically send documents to clients ahead of their scheduled annual review with our latest update, saving you time and ensuring that you have the most up-to-date information. Try #FECashCalc today: hubs.ly/Q024LBwc0 #FinancialAdvisers #FinancialPlanning #AnnualReview

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FECashCalc's profile picture.
FE CashCalc
 @FECashCalc
٤ أكتوبر ٢٠٢٣ م

Our newest enhancements: • Additional fields and values in the Fact Find • Auto-send documents before a scheduled annual review • Set bespoke PCLS allowances in the Gross Cashflow Modeller Find out more: hubs.ly/Q024j4L00 #FECashCalc #FinancialPlanning

FECashCalc's tweet image. Our newest enhancements: • Additional fields and values in the Fact Find • Auto-send documents before a scheduled annual review • Set bespoke PCLS allowances in the Gross Cashflow Modeller Find out more: hubs.ly/Q024j4L00 #FECashCalc #FinancialPlanning
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RedCircleFP's profile picture. Chartered Financial Planner, helping clients realise their life and financial plans. Notable nobody in the advice profession

Darren Cooke

@RedCircleFP
SeanBanksFP's profile picture. Financial Adviser helping executives and business owners plan for retirement. Family man. Ageing footballer. Adequate golfer.

Sean Banks

@SeanBanksFP
FlpLtd's profile picture. Chartered Financial Planner. Life Planner. Pension Transfer Specialist. Runner. Gin Lover. Not necessarily in that order.

Kate Shaw

@FlpLtd
LondonMoneyFS's profile picture. “ I know a good joke when I hear it “ - Paul Merton

London Money

@LondonMoneyFS
langcatsteve's profile picture. Pointless Champion, a real high for mainstream TV. Professional Adviser Personality of the Year 2020, a real low for financial services.

Steve Nelson

@langcatsteve
Tom_SkinnerBC's profile picture. Helping UK doctors build wealth, health and happiness around an NHS pension - AA & LTA historian - over 1,700 personal finance meetings with Drs since 2003

Tom Skinner

@Tom_SkinnerBC
cssgareth's profile picture. 👨‍💻 Currently building market-leading fintech. 💼 Director of @plannrcrm. 🏎️ Wannabee racing driver. ☕️ Bit of a coffee snob 🍪 Loves a good hobnob

Gareth Thompson

@cssgareth
PhilBillingham's profile picture. CFP/Chartered Financial Planner. Specialist in ‘World Citizens’. Love travel, Red Wine and Welsh Rugby. Mastodon @philb@toot.community 🏴󠁧󠁢󠁷󠁬󠁳󠁿🇺🇦🇪🇺

Phil Billingham

@PhilBillingham
fryer_nathan's profile picture. Owner / Director of https://t.co/ic8aKdL8u7. I take myself far to seriously, loving life. COBs Quoter. Kidney Donor @plan_works

Nathan Fryer

@fryer_nathan
MoiraONeill's profile picture. Freelance journalist | @FTmoney columnist | @headlinemoney_ Journalist of the Year 2024 | @WTWcorporate Investment & DC Pensions Journalist of the Year 2025

Moira O'Neill

@MoiraONeill
AssystSoftware's profile picture. A cost effective suite of client management software for Financial Advisers. Get the #AssystAdvantage

Assyst Software for Financial Advisers

@AssystSoftware
plannrcrm's profile picture. Your CRM made beautifully simple. We're building what advisers want from a modern back office solution.

Plannr CRM

@plannrcrm
BeardedIFA's profile picture. Founder of Multi-Award-Winning @Celtic_fp & @CIIGroup Fellow. Trustee of @NEWCISCC. Founder of @CelticBiz & @NWalesSocial & @fincateuk. @AlunSchool Governor.

Robert Lewis

@BeardedIFA
RhysTJones's profile picture. Lover of curry, travelling & 1 American, plus cat; 46 countries visited. Views mine.

Rhys Thatcher Jones

@RhysTJones
sandringhamfp's profile picture. Providing a groundbreaking client proposition and first class adviser support. No tweet from this page is intended as financial advice.

SandringhamFP

@sandringhamfp
moneyinfo_stu's profile picture. Product Owner moneyinfo #fintech....a better client experience....client portals....proper petrol head, lover of life and the undisputed king of dad jokes

Stuart Carmichael

@moneyinfo_stu
AdviceStack's profile picture. A platform for growth in your financial planning business 🚀 Part of the @NxtGen_Progress Family 🙌

Advice Stack

@AdviceStack
BeginFinancial's profile picture.

Venkat

@BeginFinancial
joedunne1's profile picture. Qualified Financial Adviser (QFA) . Financial Planner . 23 years Experience in Financial Services.

Joe Dunne

@joedunne1
KLOFinancial's profile picture. We have built our approach on the foundation of taking the time to listen to you in order to provide #bespoke, personal #financial management solutions.

KLO Financial Services

@KLOFinancial
mrtulips's profile picture. Ex-Twitter user

Mark Thewlis

@mrtulips
philgq's profile picture. Financial Planner, INTJ, life longer learner and tired Dad.

philgq

@philgq
Jon_BlueSky's profile picture. Financial Planner. Think financial freedom.....Think BlueSky. Views my own. Tweets are not advice. #thinkbluesky #financialplanning #financialjourney #getadvice

Jonathan A. V. Young

@Jon_BlueSky
swhitbread's profile picture. Editor at @IFAmagazine. Formerly comms director at the IFP.

Sue Whitbread

@swhitbread
HgCapital's profile picture. Together we build enduring software and services leaders that transform how people work.

Hg

@HgCapital
Fintech_Global's profile picture. FinTech Global is the world’s leading provider of FinTech information services, B2B media products and events. Subscribe for free research: https://t.co/1S9vGTynIo

FINTECH GLOBAL

@Fintech_Global
TomRedmayne_IFA's profile picture. Chartered Financial Planner | Helping people build wealth, reduce tax, and retire on their own terms 📈

Tom Redmayne

@TomRedmayne_IFA
JoeMasterplan's profile picture. Director @ Masterplan Wealth Co-Founder @ Suitably .Chartered Financial Planner by day, building widgets by night!

MasterplanJoe

@JoeMasterplan
PGIndependent's profile picture. Unbiased, independent financial advice from the whole of market on investments, pensions, mortgages, protection and estate planning.

Paul Grey

@PGIndependent
mollymaythomas's profile picture. Paraplanner at Niche IFA

Molly Thomas

@mollymaythomas
sureplan_ie's profile picture. QFA | CFP® Practitioner | Financial Planning | Retirement Planning | Protection | Savings | Investments | https://t.co/HKucC5M5SY @karen_goodliffe

SurePlan Financial

@sureplan_ie
KevinFerriby's profile picture. Chairman of Multi-Award winning @informedfp. Lifelong Hull Kingston Rovers fan and Trustee of @mosemasoefund.

Kevin Ferriby

@KevinFerriby
pensionprotect2's profile picture. passionate about pensions and preventing scams

pensionprotect

@pensionprotect2
bevstoves's profile picture. IFA/Director at Investment Sense. I 💕 the endorphin high, Peloton,cold dips,lake swimming,Fuji,books,breathwork and my piano.Mum of two humans.Views are own.

Bev Stoves

@bevstoves
BenwRamsay's profile picture. Run my own mortgage advice firm, husband, Dad to an awesome little guy and little gal and brother to an angel, Newcastle Uni Alumni and a Spurs fan.

Ben Ramsay

@BenwRamsay
Mortgage_Stu's profile picture. Professional Adviser, no advice online. Blogger | Podcaster @TheLMExperience | Heard/Seen on BBC/LBC | Opinionated with no political allegiance | Jaffa Cakes

Stuart Gregory Esq

@Mortgage_Stu
AParaplanner's profile picture. Paraplanner, UK financial services. I like pensions

Eleanor Palmer DipPFS

@AParaplanner
williamjfelix's profile picture. Owner of Felix Paraplanning. IFA.

William-John-Felix

@williamjfelix
BrunelWealth's profile picture. An independent, tailored financial planning and wealth management service. Part of the @Brunel_Group

Brunel Wealth

@BrunelWealth
JitenVarsani's profile picture. FortyOne Money Limited. Independent Mortgage & Protection Planner. #YourFutureOurExpertise #LifestyleProtection #EducationalAdvice Opinions are my own.

Jiten Varsani | Mortgage & Protection

@JitenVarsani
Katie_CWM's profile picture. Audience Development / On the Road for @Citywire Wealth Manager Get in touch - kgilfillan@citywire.co.uk

Katie Gilfillan

@Katie_CWM
kellandsbristol's profile picture. Independent Financial Planners and Wealth Managers, providing quality financial, investment and pension advice for you and your business

Kellands Bristol

@kellandsbristol
FairstoneGroup's profile picture. A full-service wealth management house redefining the UK financial planning market.

Fairstone Group

@FairstoneGroup
CherryPickLife's profile picture. I help business owners think about how they think. Coach Planner Escape Artist Cycle Follow AFCB #5PC

Nick Taylor

@CherryPickLife
map_financial's profile picture. Financial Adviser; Petrol Head and fighting to stay young.

Andrew Pople

@map_financial
phynancial_uk's profile picture. Physical + Financial = Phynancial. Building financial knowledge with physical books, tools and educational resources. By @dontdelay personally

Phynancial

@phynancial_uk
IFAinOlney's profile picture. Independent family business since 1994. Independent Financial Adviser (IFA) and CFP. Financial planning looks and feels very different at Jane Smith.

Jane Smith Financial Planning

@IFAinOlney
stuartwhiteIFP's profile picture. I am a Chartered Financial Planner and specialise in providing Wealth Management, Pension and Retirement Income Planning advice.

stuart white

@stuartwhiteIFP
BairbreDowling's profile picture.

Bairbre Dowling

@BairbreDowling
ComplianceIFA's profile picture. CATS provides compliance support to IFA firms throughout the UK. The firm was founded by Mel in 2005 and is gradually growing in both clients and staff.

Melony Holman

@ComplianceIFA
asibiza1's profile picture. This is the personal view of Alan Steel, a moothie, wine and Ibiza aficionado.

Alan Steel

@asibiza1
YvonneGoodwin's profile picture. Wife, mum, mil, grandma, cat lady, chartered financial planner, economic junkie & personal finance commentator on 07809 716514. IFA in Leeds (dayjob)

YvonneGoodwin

@YvonneGoodwin
kellandsglouc's profile picture. Independent financial advisers and wealth managers, offering quality financial advice to both individuals and businesses

Kellands Gloucester

@kellandsglouc
DaveFewtrell's profile picture. Wealth & asset Management, Strategic Partnerships, UK Advisory, Investment & platform stuff etc. Own views. Rather be surfing

Dave Fewtrell

@DaveFewtrell
MikeConstantine's profile picture. I try to be an all round decent chap but I will speak my mind if you’re wrong. I am right after all. All views are my views! Financial Adviser in my free time

Michael Constantine

@MikeConstantine
ApricityHannah's profile picture. Compliance Consultant at The Verve Group.

Hannah Scott

@ApricityHannah
theprogenygroup's profile picture. Connected financial thinking. Call us on +44 330 165 9040

Progeny

@theprogenygroup

United States الاتجاهات

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