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Geek central. This is for software, hardware, tips and tricks.
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What AI tools or services are you using or looking at?
671
views
26
comments
0
points
Most recent by
benjaminfabi
March 21
TFP Calculators
107
views
2
comments
0
points
Most recent by
RobCollins
February 4
Advisory AI
289
views
4
comments
0
points
Most recent by
Sean_Fernyhough
February 4
Views on a couple of technology providers
78
views
0
comments
0
points
Started by
Wildparaplanner
January 15
Research Tools - Questionnaire for providers
73
views
0
comments
0
points
Started by
LKJ23
November 2024
Seccl - I'm interested in your views!
68
views
0
comments
0
points
Started by
SarahComptonHall
October 2024
Bondcalc - Updated
76
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0
comments
0
points
Started by
sentinel555
October 2024
Platform & Investment Research
294
views
3
comments
0
points
Most recent by
cottesmore22
September 2024
Transcription software & AI meeting notes
235
views
7
comments
0
points
Most recent by
Sean_Fernyhough
August 2024
Best cashflow tool 2024
575
views
5
comments
0
points
Most recent by
benjaminfabi
June 2024
Wealthcraft (formerly Plum)
285
views
2
comments
0
points
Most recent by
DaleLucas
April 2024
Best Cashflow
885
views
6
comments
0
points
Most recent by
AK23
October 2023
Client portals - Cashcalc v Intelliflo which is best?
314
views
1
comment
0
points
Most recent by
TimMatthias
July 2023
FE Analytics issues
292
views
7
comments
0
points
Most recent by
ChrisW
May 2023
Report Writing Software
239
views
2
comments
0
points
Most recent by
TomLloyd_Read
March 2023
Conquest Financial Planning (new AI financial planning tool)
269
views
3
comments
0
points
Most recent by
DanAtkinsonUK
March 2023
Queues on IO
123
views
0
comments
0
points
Started by
smith
February 2023
Website hosting and updates
56
views
0
comments
0
points
Started by
Andy_Schleider
February 2023
Moneyinfo factfind
248
views
2
comments
0
points
Most recent by
BryceClark22
February 2023
O&M Profiler
149
views
1
comment
0
points
Most recent by
HR246
January 2023
Defaqto Platform Due Diligence
135
views
3
comments
0
points
Most recent by
TimMatthias
December 2022
Xplan - Document templates and Python Coding
447
views
2
comments
0
points
Most recent by
richardgough
November 2022
Automated Advise
95
views
0
comments
0
points
Started by
EmilyTreais
November 2022
Report Design
567
views
11
comments
0
points
Most recent by
TomLloyd_Read
October 2022
Back Office System for a small firm
92
views
0
comments
0
points
Started by
Tristenb
October 2022
Presenting to clients
132
views
1
comment
0
points
Most recent by
Anna03
August 2022
TVC tools
392
views
9
comments
0
points
Most recent by
Tamnna
August 2022
FinCalc
117
views
1
comment
0
points
Most recent by
Hes
August 2022
Multiple Annuity Quotes
93
views
1
comment
0
points
Most recent by
BeckyJ
June 2022
Defaqto Engage Research Panels
104
views
0
comments
0
points
Started by
benjaminfabi
June 2022
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