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On the recordRead 9 Oct 202619 facts
FinCalc
Colchester, Essex, UK
On the record
- API
- An enterprise REST API supports OAuth 2.0 and bearer authentication; its documentation describes a general guide of up to 100 API calls per user licence per day and a hard limit of 400 requests per minute per IP address.apidocs.fincalc.co.uk · read 9 Oct 2026
- API access
- FinCalc's API documentation says there is no automated access process and directs applicants to request access by emailing support.fincalc.co.uk · read 9 Oct 2026
- API usage limit
- The API documentation states a hard limit of 400 requests per minute per IP address and gives 100 calls per user licence per day as a general fair-use guide.apidocs.fincalc.co.uk · read 9 Oct 2026
- Cashflow modelling
- Cashflow Modeller projects income, expenditure and wealth over a client’s planning horizon, with timelines and goal analysis.fincalc.co.uk · read 9 Oct 2026
- Client engagement
- The Digital Engagement product includes custom digital fact finds, a white-labelled client portal, secure messaging, document uploads and CRM Lite activity tracking.fincalc.co.uk · read 9 Oct 2026
- Data portability
- The site describes CSV/Excel bulk import and says clients can export their client data at any time.fincalc.co.uk · read 9 Oct 2026
- Hosting
- FinCalc says client data is hosted in UK Azure data centres.fincalc.co.uk · read 9 Oct 2026
- Hosting and encryption
- FinCalc says client data is hosted in UK Azure data centres and protected with 256-bit encryption.fincalc.co.uk · read 9 Oct 2026
- Integrations
- The integrations page lists DocuSign, intelliflo, Iress Xplan, Twenty7tec, Plannr, Curo (Time4Advice) and ZeroKey; Wealthcraft is marked “COMING SOON.”fincalc.co.uk · read 9 Oct 2026
- Intended users
- FinCalc presents solutions for financial advisers, financial planning firms, and networks or consolidators.fincalc.co.uk · read 9 Oct 2026
- Planning modules
- The platform includes cashflow, retirement and inheritance tax modelling, Transvas pension transfer analysis, digital engagement tools and financial calculators.fincalc.co.uk · read 9 Oct 2026
- Planning tools
- Its listed products include Cashflow Modeller, Retirement Modeller, IHT Modeller, Transfer Analysis, Client Portal and Calculators.fincalc.co.uk · read 9 Oct 2026
- Purpose
- FinCalc is a cloud-based financial planning platform for UK financial advisers, firms and networks.fincalc.co.uk · read 9 Oct 2026
- Reports
- FinCalc says users can generate customisable reports with graphical outputs and annual tax breakdowns.fincalc.co.uk · read 9 Oct 2026
- Scenario analysis
- The cashflow tool supports fixed assumptions, variable returns, stress testing and comparisons between planning options.fincalc.co.uk · read 9 Oct 2026
- Security
- FinCalc states that it holds ISO 27001:2022 accreditation and Cyber Essentials Plus certification.fincalc.co.uk · read 9 Oct 2026
- Support
- FinCalc offers UK-based live chat during UK business hours, including co-browsing, and provides webinar training, guides and videos.fincalc.co.uk · read 9 Oct 2026
- Trial
- The licence terms say FinCalc may grant a temporary trial system, which may be terminated at any time by the licensor.fincalc.co.uk · read 9 Oct 2026
