Technology & IT

• How do you store your documents

  204 views 10 comments 0 points Most recent by Suse1969 October 6
• CII October Exams

  111 views 1 comment 0 points Most recent by jwr21 September 22
• Xplan - Document templates and Python Coding

  47 views 0 comments 0 points Started by Gustavo_Fring September 22
• Tax planning software

  54 views 0 comments 0 points Started by Chris_Hindle1 July 19
• ClickUp and Excel

  65 views 0 comments 0 points Started by Andy_Schleider July 4
• Portfolio Potential Loss Report

  76 views 1 comment 0 points Most recent by Nath July 3
• Electronically Signing Documents

  188 views 8 comments 0 points Most recent by GallusAlice May 28
• Electronic Signatures - Nitro Cloud

  25 views 0 comments 0 points Started by juliet May 26
• Benchmarks and Risk-mapping CIPs. What do you do?

  107 views 3 comments 0 points Most recent by parawhat May 26
• Intranet/Company Share Space

  78 views 2 comments 0 points Most recent by Caro April 25
• Defaqto Engage Report Writing Soultion - Comments?

  69 views 1 comment 0 points Most recent by Clare_Weight April 24
• Zoom

  149 views 2 comments 0 points Most recent by Charplan March 23
• FE Analytics help needed please

  138 views 2 comments 0 points Most recent by aald10074 March 12
• Report Design

  356 views 8 comments 0 points Most recent by arongunningham March 4
• A Harvest question

  105 views 3 comments 0 points Most recent by Navigator February 13
• GDPR - Email Encryption

  470 views 10 comments 0 points Most recent by Clare_Weight January 27
• Using iPAD or Tablets for clients to input data and sign docs

  56 views 0 comments 0 points Started by GallusAlice January 15
• Income Tax calculator

  280 views 8 comments 0 points Most recent by Oldhandnewhand October 2019
• Fastrak/Sprint Technology

  66 views 0 comments 0 points Started by Gustavo_Fring October 2019
• Use of iPads in client meetings

  132 views 2 comments 0 points Most recent by Jona September 2019
• Bond gain calculator (CashCalc alternative)

  200 views 6 comments 0 points Most recent by parawhat September 2019
• Focus Solutions Cashflow Modelling tool & Tools linking up with CP19/25

  79 views 2 comments 0 points Most recent by richallum September 2019
• Voyant Adviser & GO

  116 views 2 comments 0 points Most recent by DanAtkinsonUK September 2019
• Excel spreadsheet for calculating tiered charges

  2.8K views 10 comments 0 points Most recent by Nathan September 2019
• Voice recognition software

  146 views 6 comments 0 points Most recent by Gustavo_Fring September 2019
• TVC tools

  174 views 6 comments 0 points Most recent by Northface September 2019
• Business protection quotes

  90 views 6 comments 0 points Most recent by alex_lannin August 2019
• Review software

  91 views 1 comment 0 points Most recent by Suse1969 August 2019
• Voyant Query: Overpayment of Interest Only Mortgage

  104 views 5 comments 0 points Most recent by Gustavo_Fring July 2019
• Enable back office & Fusion platform

  109 views 2 comments 0 points Most recent by ParaP May 2019