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Technology & IT
Geek central. This is for software, hardware, tips and tricks.
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Advisory AI
84
views
0
comments
0
points
Started by
BenW
November 7
Research Tools - Questionnaire for providers
44
views
0
comments
0
points
Started by
LKJ23
November 4
Seccl - I'm interested in your views!
52
views
0
comments
0
points
Started by
SarahComptonHall
October 22
Bondcalc - Updated
60
views
0
comments
0
points
Started by
sentinel555
October 7
Platform & Investment Research
274
views
3
comments
0
points
Most recent by
cottesmore22
September 19
Transcription software & AI meeting notes
179
views
7
comments
0
points
Most recent by
Sean_Fernyhough
August 29
What AI tools or services are you using or looking at?
444
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13
comments
0
points
Most recent by
benjaminfabi
June 18
Best cashflow tool 2024
516
views
5
comments
0
points
Most recent by
benjaminfabi
June 4
Wealthcraft (formerly Plum)
265
views
2
comments
0
points
Most recent by
DaleLucas
April 26
Best Cashflow
759
views
6
comments
0
points
Most recent by
AK23
October 2023
Client portals - Cashcalc v Intelliflo which is best?
282
views
1
comment
0
points
Most recent by
TimMatthias
July 2023
FE Analytics issues
283
views
7
comments
0
points
Most recent by
ChrisW
May 2023
Report Writing Software
220
views
2
comments
0
points
Most recent by
TomLloyd_Read
March 2023
Conquest Financial Planning (new AI financial planning tool)
259
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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
239
views
2
comments
0
points
Most recent by
BryceClark22
February 2023
O&M Profiler
136
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
422
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
561
views
11
comments
0
points
Most recent by
TomLloyd_Read
October 2022
Back Office System for a small firm
84
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
111
views
1
comment
0
points
Most recent by
Hes
August 2022
Multiple Annuity Quotes
91
views
1
comment
0
points
Most recent by
BeckyJ
June 2022
Defaqto Engage Research Panels
98
views
0
comments
0
points
Started by
benjaminfabi
June 2022
FileHaven
134
views
5
comments
0
points
Most recent by
Nathan
June 2022
Dropbox
103
views
5
comments
0
points
Most recent by
Andy_Schleider
February 2022
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