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

Women's Wealth Alliance launches careers guide to attract more women to personal finance profession

Women's Wealth Alliance launches careers guide to attract more women to personal finance profession

Aimed at women at different stages of life and careers

Professional Adviser
clock 16 July 2026 • 3 min read
Women in Financial Advice Awards 2026: Shortlists revealed!

Women in Financial Advice Awards 2026: Shortlists revealed!

All the winners will be announced at a celebratory gala dinner on 4 November

Professional Adviser
clock 15 July 2026 • 10 min read
The human question: How PE-backed firms can retain their talent

The human question: How PE-backed firms can retain their talent

'In a people business, cultural integration is key to preserving client trust, adviser continuity and value'

Andrew Houghton
clock 15 July 2026 • 4 min read