Technology & IT

• Jigsaw Tree and Adviser Outsourcing Ltd

  57 views 1 comment 0 points Most recent by richallum February 25
• AI

  73 views 1 comment 0 points Most recent by DZ88 February 22
• FEI Analytics versus Fintegrate

  123 views 10 comments 0 points Most recent by sollemoigne February 5
• Suitability Report Writing Software

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

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

  1.3K views 30 comments 0 points Most recent by smith May 2025
• Product Research Systems

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

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

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

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

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

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

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

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

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

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

  334 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?

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

  346 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)

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

  132 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

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

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

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

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

  102 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