Ecosystem Partnership Position FE CashCalc as the core planning engine within the expanding FE Fundinfo ecosystem, leveraging acquisitions and new tools to offer bundled solutions to advisers and cross-sell data and analytics services.

Data & Analytics Enable richer client reporting and adviser migrations by offering data integration through APIs and data feeds that bring in fund and performance data from the FE Fundinfo platform to FE CashCalc's cashflow modelling.

Client Engagement Capitalize on a bank level secure portal and a free trial to upsell premium client engagement features, onboarding workflows, e-signature, and enhanced client portals.

Private Markets Support the firm's private markets expansion by tailoring CashCalc to model private assets and deliver reporting that meets advisers needs in private market portfolios.

Regulatory Support Leverage regulatory reporting capabilities from the AlphaOmega acquisition to position FE CashCalc as a compliant end-to-end reporting solution for advisers with cross-border or fund regulatory needs.