1. Tax calculations to be added to the Cash Modeller. This will enable users to continue to use CashCalc as they do currently or start accounting for tax rates and thresholds. Expected to launch in the summer.
2. Fact Finds. These will be enhanced and redesigned and become part of the Client Portal. Clients will be able to add frequencies to incomes and expenses plus automatically identify possible financial objectives. Bespoke questions can also be added.
3. Client Portal. A new feature, the company says this is the first major development of 2020 and should be live in the first quarter. It will be a client facing login area with features including Document Sharing and Signing (such as Client and Fee Agreements and Terms of Business), Secure Messaging and a link to any selected Attitude to Risk questionnaire. Clients will be able to view and suggest possible changes to any cashflow forecasts.
4. Integration. Planners can allow clients to key in their own data to cut down on double keying. That data can then be ‘pushed’ to a back office system or platform.
5. Support. The online support system will be improved including CashCalc TV and the support section.
Ray Adams, director of CashCalc and Chartered Financial Planner, said: “I’ve always been of the mindset that technology should help advisers deliver their advice, not dictate to them what to do or how to do it. Our plan for 2020 is targeted towards exactly that and I am pleased we have been able to share with everyone what we have in store for the coming year.”