Technology & IT

• What AI tools or services are you using or looking at?

  496 views 16 comments 0 points Most recent by TomLloyd_Read March 14
• TFP Calculators

  104 views 2 comments 0 points Most recent by RobCollins February 4
• Advisory AI

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

  77 views 0 comments 0 points Started by Wildparaplanner January 15
• Research Tools - Questionnaire for providers

  71 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

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

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

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

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

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

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

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

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

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

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

  122 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

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

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

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

  443 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

  91 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

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

  115 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