A comprehensive enterprise solution to transform your advisory capabilities, streamline workflows and maximise your X-plan investment.
Following our conversation on 29th May, this proposal outlines how FE Analytics and CashCalc can address Cavendish Medical's specific challenges — particularly as you transition to X-plan and focus on growing your cash flow modelling capability.
Cavendish Medical is at a pivotal moment — moving to X-plan, with a clear focus on cash flow modelling as a key priority for the rest of the year. The current setup is holding you back: a single shared Analytics login limits concurrent access, platform due diligence is done manually, and Voyant licences are significantly underutilised.
The enterprise solution solves this by bringing all advisers and paraplanners under one agreement, giving everyone their own access and the ability to use the X-plan integration from day one.
We understand the challenges Cavendish Medical is navigating right now. Each of the following is directly addressed by the proposed solution.
X-plan goes live next Friday. The enterprise package is designed to slot in seamlessly — both Analytics and CashCalc integrate directly with X-plan from day one, so there's no disruption to your workflow during the transition.
One licence limits who can access Analytics at any one time. The enterprise package removes this constraint entirely — unlimited concurrent access for every adviser, paraplanner and admin, each with their own individual login.
Due diligence and switching analysis currently require significant manual effort. AdviserAsset automates this process, producing FCA-compliant reports in a fraction of the time.
Only 1–2 advisers currently use Voyant. CashCalc offers equivalent gross modelling functionality with deeper X-plan integration, better portfolio data connectivity, and significantly more competitive pricing at enterprise level.
Identified as a top priority for the rest of the year. CashCalc's seamless X-plan integration, automatic data population and professional reporting make it the natural solution to accelerate adoption across the team.
Both FE Analytics and CashCalc integrate directly with Transact — ensuring data flows smoothly across all your key systems without manual re-entry.
One fixed enterprise price covers all staff — advisers, paraplanners and admin — with unlimited access to every tool in the package.
Full portfolio analysis, performance reporting, risk profiling and sector comparisons. Access to over 300,000 fund share classes, a huge range of indices, and 35+ years of data.
Full gross and net cash flow modelling with automatic X-plan data population, scenario comparisons and 27 planning calculators. Integrates directly with Analytics for bespoke growth rates.
Platform due diligence, switching analysis, charge comparison and consolidation tools. FCA-compliant reporting at the click of a button.
Full two-way integration between CashCalc and X-plan. One-way portfolio import for Analytics. All users get individual logins with full integration access.
Both Analytics and CashCalc connect directly with Transact, keeping your main platform in sync without any manual data re-entry.
White-labelled CashCalc portal with Cavendish Medical branding. Online fact-finding, risk profiling (EValue built-in), document sharing and secure client access.
🌟 The core enterprise benefit: Every adviser and paraplanner gets their own individual login under one agreement — so everyone can use FE Analytics, run the X-plan integration, and access CashCalc concurrently. No more sharing a single login or being locked out when a colleague is already in the system.
Every element of this solution has been selected to address your specific situation — from the X-plan transition to your cash flow modelling ambitions.
Every adviser and paraplanner gets their own integration, not just one shared user
300,000+ fund share classes, decades of data, and a full new business toolkit for every adviser
Comprehensive fund universe coverage — OEICs, unit trusts, ETFs, investment trusts, and more.
A huge range of indices to compare funds and portfolios against — from IA sectors to global benchmarks.
Professional client-ready reports covering performance, risk, charges and more — exportable in multiple formats.
Built-in EValue risk questionnaires with automatic portfolio mapping — usable in Analytics and through the CashCalc client portal.
Side-by-side comparisons of funds, sectors and portfolios — ideal for new business and review meetings.
Long-term performance context for every recommendation — essential for robust client conversations.
Already done for you: All 7 Cavendish Medical model portfolios are already built into Analytics with historical changes — ready to share across the group from day one. Each adviser will be able to run performance analysis, compare against benchmarks, and export growth rate data directly into CashCalc.
Use real Cavendish Medical portfolio data to build more accurate, tailored cashflow projections
Replace Voyant with a more integrated, firm-wide solution
Simplified projections for straightforward cases — quick to set up, clear output for clients.
Full tax calculations and allowances — a direct Voyant equivalent with deeper system integration.
Built-in tools covering retirement, IHT, protection and more — all in one place.
Client data flows in automatically from X-plan — no manual re-entry to get a model started.
Model multiple scenarios side by side and present them clearly to clients.
Pull real portfolio data from Analytics to use as growth rate assumptions — no generic estimates.
Automated AdviserAsset tools replace manual research
White-labelled CashCalc portal with Cavendish Medical branding
We've structured the rollout to align with your X-plan go-live — getting Analytics fully enterprise-enabled immediately while allowing CashCalc to launch once X-plan is stable.
Every enterprise package includes a comprehensive support programme designed to drive adoption across your whole firm — not just the power users.
Regular bite-sized tips delivered to all users — building confidence gradually without overwhelming anyone.
A full library of how-to videos covering every feature — available any time, at each user's own pace.
Will Taplin will run live webinar or group training sessions for Cavendish Medical — covering any features the team needs, tailored to your workflows.
Personal training sessions for individual advisers and paraplanners — Will can work through specific use cases hands-on to make sure everyone is up and running confidently.
Direct access to our support team for any technical queries — prompt responses, no waiting in queues.
A structured onboarding programme to get your whole team set up and using the tools from day one.
Will is dedicated to making sure every member of the Cavendish Medical team feels confident using FE Analytics and CashCalc — whether that's a group walkthrough for the whole firm, a focused CashCalc session for your advisers, or individual one-to-ones for anyone who wants them. Just get in touch and Will will arrange whatever works best. will.taplin@fefundinfo.com
Fixed enterprise pricing based on 10 advisers — unlimited licences for all staff, with significant cost savings versus individual licences.
At enterprise level, the cost per user is dramatically lower than individual licences — particularly when you factor in replacing separate Voyant licences and gaining CashCalc for the whole firm. The more of your team that adopts the tools, the greater the return on a fixed annual cost.
As existing FE Analytics users, Cavendish Medical doesn't need to trial Analytics. However, we can set up CashCalc trial accounts for a handful of advisers or paraplanners for a couple of weeks — so you can explore the X-plan integration and cashflow modelling before committing to the full enterprise rollout.
A clear, straightforward path from here to full implementation — starting with an Analytics roll-out for all staff and building towards CashCalc once requirements are confirmed.
All staff to get full access to Analytics once the XPLAN integration is live
Will Taplin to run webinar and one-to-one training sessions for all Analytics users
Finalise enterprise package costs based on exact requirements and whether CashCalc is included
Full CashCalc rollout and XPLAN integration once requirements and pricing are confirmed
Get in touch to arrange CashCalc trial accounts and take the next step towards a fully integrated, enterprise-grade advice platform.
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