Technology & IT

• Suitability Report Writing Software

  198 views 1 comment 0 points Most recent by Steven_McBurnie September 2025
• FE Analytics cost

  114 views 0 comments 0 points Started by sch0501 July 2025
• What AI tools or services are you using or looking at?

  1.2K views 30 comments 0 points Most recent by smith May 2025
• Product Research Systems

  144 views 1 comment 0 points Most recent by Steven_McBurnie April 2025
• TFP Calculators

  154 views 2 comments 0 points Most recent by RobCollins February 2025
• Advisory AI

  562 views 4 comments 0 points Most recent by Sean_Fernyhough February 2025
• Views on a couple of technology providers

  106 views 0 comments 0 points Started by Wildparaplanner January 2025
• Research Tools - Questionnaire for providers

  89 views 0 comments 0 points Started by LKJ23 November 2024
• Seccl - I'm interested in your views!

  85 views 0 comments 0 points Started by SarahComptonHall October 2024
• Bondcalc - Updated

  92 views 0 comments 0 points Started by sentinel555 October 2024
• Platform & Investment Research

  309 views 3 comments 0 points Most recent by cottesmore22 September 2024
• Transcription software & AI meeting notes

  325 views 7 comments 0 points Most recent by Sean_Fernyhough August 2024
• Best cashflow tool 2024

  722 views 5 comments 0 points Most recent by benjaminfabi June 2024
• Wealthcraft (formerly Plum)

  324 views 2 comments 0 points Most recent by DaleLucas April 2024
• Best Cashflow

  1.1K views 6 comments 0 points Most recent by AK23 October 2023
• Client portals - Cashcalc v Intelliflo which is best?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  415 views 9 comments 0 points Most recent by Tamnna August 2022