Technology & IT

• Transcription software & AI meeting notes

  129 views 7 comments 0 points Most recent by Sean_Fernyhough August 29
• What AI tools or services are you using or looking at?

  423 views 13 comments 0 points Most recent by benjaminfabi June 18
• Best cashflow tool 2024

  460 views 5 comments 0 points Most recent by benjaminfabi June 4
• Wealthcraft (formerly Plum)

  247 views 2 comments 0 points Most recent by DaleLucas April 26
• Platform & Investment Research

  167 views 0 comments 0 points Started by Sam_T March 7
• Best Cashflow

  650 views 6 comments 0 points Most recent by AK23 October 2023
• Client portals - Cashcalc v Intelliflo which is best?

  253 views 1 comment 0 points Most recent by TimMatthias July 2023
• FE Analytics issues

  270 views 7 comments 0 points Most recent by ChrisW May 2023
• Report Writing Software

  204 views 2 comments 0 points Most recent by TomLloyd_Read March 2023
• Conquest Financial Planning (new AI financial planning tool)

  251 views 3 comments 0 points Most recent by DanAtkinsonUK March 2023
• Queues on IO

  114 views 0 comments 0 points Started by smith February 2023
• Website hosting and updates

  54 views 0 comments 0 points Started by Andy_Schleider February 2023
• Moneyinfo factfind

  223 views 2 comments 0 points Most recent by BryceClark22 February 2023
• O&M Profiler

  127 views 1 comment 0 points Most recent by HR246 January 2023
• Defaqto Platform Due Diligence

  121 views 3 comments 0 points Most recent by TimMatthias December 2022
• Xplan - Document templates and Python Coding

  400 views 2 comments 0 points Most recent by richardgough November 2022
• Automated Advise

  92 views 0 comments 0 points Started by EmilyTreais November 2022
• Report Design

  555 views 11 comments 0 points Most recent by TomLloyd_Read October 2022
• Back Office System for a small firm

  80 views 0 comments 0 points Started by Tristenb October 2022
• Presenting to clients

  129 views 1 comment 0 points Most recent by Anna03 August 2022
• TVC tools

  386 views 9 comments 0 points Most recent by Tamnna August 2022
• FinCalc

  105 views 1 comment 0 points Most recent by Hes August 2022
• Multiple Annuity Quotes

  90 views 1 comment 0 points Most recent by BeckyJ June 2022
• Defaqto Engage Research Panels

  89 views 0 comments 0 points Started by benjaminfabi June 2022
• FileHaven

  131 views 5 comments 0 points Most recent by Nathan June 2022
• Dropbox

  100 views 5 comments 0 points Most recent by Andy_Schleider February 2022
• Inflation rates in cash flow

  164 views 7 comments 0 points Most recent by Nath February 2022
• CashCalc vs Voyant

  643 views 1 comment 0 points Most recent by Nath February 2022
• Morningstar Update

  117 views 2 comments 0 points Most recent by SteveC February 2022
• Moved: DGT tax on death of settlor - Technical Question

  Closed 1 view 0 comments 0 points Started by benjaminfabi December 2021