CashCalc celebrates account holder milestone

£80bn funds under calculation

Hannah Godfrey
clock • 1 min read

There are now more than 11,000 registered CashCalc account holders, creating between them some 750,000 forecasts, the latest figures from CashCalc have revealed.

The cashflow planning software provider, founded by Niche IFA director and Chartered financial planner - and 2019 Professional Adviser Personality of the Year - Ray Adams (pictured), has been in business for nearly five years. During that time, more than 11,000 advisers and paraplanners have signed up to use the software, carrying out some 750,000 forecasts with £80bn funds under calculation. CashCalc said the figures solidified the firm's "market-leading status", adding: "The growth has largely been driven by demand for a solution to cashflow planning, which does everything the advis...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

CII: Vulnerable client management is 'an opportunity for growth'

CII: Vulnerable client management is 'an opportunity for growth'

Firms can expand potential client bases

Isabel Baxter
clock 07 April 2026 • 2 min read
Common language used by advisers triggers anxiety and distrust among retirees

Common language used by advisers triggers anxiety and distrust among retirees

Product-led communication one of the biggest drivers of mistrust

Laura Purkess
clock 01 April 2026 • 1 min read
Advisers: Are you even taking your own advice?

Advisers: Are you even taking your own advice?

Exploring the expenditure consolidation conversation

Nick Ryan
clock 25 March 2026 • 4 min read