Technology & IT

• Advisory AI

  99 views 0 comments 0 points Started by BenW November 7
• Research Tools - Questionnaire for providers

  49 views 0 comments 0 points Started by LKJ23 November 4
• Seccl - I'm interested in your views!

  58 views 0 comments 0 points Started by SarahComptonHall October 22
• Bondcalc - Updated

  61 views 0 comments 0 points Started by sentinel555 October 7
• Platform & Investment Research

  275 views 3 comments 0 points Most recent by cottesmore22 September 19
• Transcription software & AI meeting notes

  188 views 7 comments 0 points Most recent by Sean_Fernyhough August 29
• What AI tools or services are you using or looking at?

  447 views 13 comments 0 points Most recent by benjaminfabi June 18
• Best cashflow tool 2024

  524 views 5 comments 0 points Most recent by benjaminfabi June 4
• Wealthcraft (formerly Plum)

  270 views 2 comments 0 points Most recent by DaleLucas April 26
• Best Cashflow

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  112 views 1 comment 0 points Most recent by Hes August 2022
• Multiple Annuity Quotes

  92 views 1 comment 0 points Most recent by BeckyJ June 2022
• Defaqto Engage Research Panels

  99 views 0 comments 0 points Started by benjaminfabi June 2022
• FileHaven

  134 views 5 comments 0 points Most recent by Nathan June 2022
• Dropbox

  104 views 5 comments 0 points Most recent by Andy_Schleider February 2022