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

Andrew Goodwin: Who holds the reins of the targeted support bandwagon?

Andrew Goodwin: Who holds the reins of the targeted support bandwagon?

'We have the ability to at least play a meaningful part in shaping our own destiny'

Andrew Goodwin
clock 27 October 2025 • 5 min read
One in five wealthy over-55s unaware of IHT on pensions change

One in five wealthy over-55s unaware of IHT on pensions change

IHT on pensions comes into effect from 6 April 2027

Sahar Nazir
clock 27 October 2025 • 2 min read
Why the government must invest in confidence to unlock Britons' wealth potential

Why the government must invest in confidence to unlock Britons' wealth potential

Confidence is key to unlocking investment potential

Brian Byrnes
clock 27 October 2025 • 4 min read