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Technology & IT
Geek central. This is for software, hardware, tips and tricks.
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TFP Calculators
19
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0
comments
0
points
Started by
RobCollins
January 20
Views on a couple of technology providers
49
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0
comments
0
points
Started by
Wildparaplanner
January 15
Advisory AI
161
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1
comment
0
points
Most recent by
Nathan
January 10
Research Tools - Questionnaire for providers
60
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0
comments
0
points
Started by
LKJ23
November 2024
Seccl - I'm interested in your views!
62
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0
comments
0
points
Started by
SarahComptonHall
October 2024
Bondcalc - Updated
66
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0
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0
points
Started by
sentinel555
October 2024
Platform & Investment Research
284
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3
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0
points
Most recent by
cottesmore22
September 2024
Transcription software & AI meeting notes
204
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7
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points
Most recent by
Sean_Fernyhough
August 2024
What AI tools or services are you using or looking at?
458
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13
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0
points
Most recent by
benjaminfabi
June 2024
Best cashflow tool 2024
537
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5
comments
0
points
Most recent by
benjaminfabi
June 2024
Wealthcraft (formerly Plum)
272
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2
comments
0
points
Most recent by
DaleLucas
April 2024
Best Cashflow
805
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6
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0
points
Most recent by
AK23
October 2023
Client portals - Cashcalc v Intelliflo which is best?
292
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1
comment
0
points
Most recent by
TimMatthias
July 2023
FE Analytics issues
288
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7
comments
0
points
Most recent by
ChrisW
May 2023
Report Writing Software
230
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2
comments
0
points
Most recent by
TomLloyd_Read
March 2023
Conquest Financial Planning (new AI financial planning tool)
263
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3
comments
0
points
Most recent by
DanAtkinsonUK
March 2023
Queues on IO
118
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0
comments
0
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Started by
smith
February 2023
Website hosting and updates
55
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0
comments
0
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Started by
Andy_Schleider
February 2023
Moneyinfo factfind
241
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2
comments
0
points
Most recent by
BryceClark22
February 2023
O&M Profiler
143
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1
comment
0
points
Most recent by
HR246
January 2023
Defaqto Platform Due Diligence
130
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3
comments
0
points
Most recent by
TimMatthias
December 2022
Xplan - Document templates and Python Coding
426
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2
comments
0
points
Most recent by
richardgough
November 2022
Automated Advise
94
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0
comments
0
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Started by
EmilyTreais
November 2022
Report Design
564
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11
comments
0
points
Most recent by
TomLloyd_Read
October 2022
Back Office System for a small firm
86
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0
comments
0
points
Started by
Tristenb
October 2022
Presenting to clients
132
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1
comment
0
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Most recent by
Anna03
August 2022
TVC tools
388
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9
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0
points
Most recent by
Tamnna
August 2022
FinCalc
113
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1
comment
0
points
Most recent by
Hes
August 2022
Multiple Annuity Quotes
93
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1
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Most recent by
BeckyJ
June 2022
Defaqto Engage Research Panels
102
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0
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points
Started by
benjaminfabi
June 2022
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