Verdict at a glance
Pick FE CashCalc if
Pick FE CashCalc if you're a UK advice or paraplanning firm wanting tax-aware cashflow inside the FE fundinfo suite.
How we compared: published fees, account types and review scores for each, verified against the provider’s own price pages.
The short version
CashCalc is lighter and quicker for straightforward cases; Dynamic Planner carries more of the compliance and review process. Neither is something you would hand to a client to explore on their own.
Why people compare them
Both are now part of larger UK adviser software groups, so firms ask which one to standardise on.
Price and fit, side by side
| Feature | FE CashCalc | Dynamic Planner |
|---|---|---|
| Cheapest paid plan | FE CashCalcNot published | Dynamic Planner£60 per month |
| Free tier | FE CashCalcNo | Dynamic PlannerNo |
| Billed in pounds | FE CashCalcNot published | Dynamic PlannerYes |
| Best for | FE CashCalcUK advice and paraplanning firms wanting tax-aware cashflow inside the FE fundinfo suite | Dynamic PlannerUK advice firms that want risk profiling, suitability and cashflow in one system |
Where FE CashCalc wins
- Tax-aware cashflow modelling built specifically for UK rules, which most international tools are not
- Widely used by small and medium UK advice firms, so the workflow is well worn
- Sits alongside FE fundinfo's fund research and structured product analysis, so the data is in one place
Where Dynamic Planner wins
- Risk profiling is its strongest suit, and it is deeply embedded in UK advice processes
- Covers the regulated workflow end to end: fact find, profiling, suitability and review
- Publishes per-adviser pricing openly, which most adviser software vendors do not
Decided? Here’s the next question.
The verdict on the platform is one question. Whether you’re actually saving enough is another, and Delphina answers it from what you already hold and what you pay in each month.
Free. No card required. About two minutes.
FE CashCalc vs Dynamic Planner: common questions
You can, and some people do, because they solve different halves of the problem. It does mean paying for both, so add the two annual figures together before deciding.
Judge it on billing currency, Open Banking coverage and whether ISAs and pensions are handled. Check each one against those three points, because a tool that scores well elsewhere can still be a poor fit in the UK.
FE CashCalc suits uk advice and paraplanning firms wanting tax-aware cashflow inside the fe fundinfo suite. Dynamic Planner suits uk advice firms that want risk profiling, suitability and cashflow in one system. The one that matches how you already think about money will take less setting up.