Technology & IT

• Pension review tools

  60 views 1 comment 0 points Most recent by Gustavo_Fring February 11
• Digital factfinds

  47 views 0 comments 0 points Started by Gustavo_Fring February 11
• Complete IT support shake-up - opinions please!

  399 views 18 comments 0 points Most recent by richallum December 2020
• Using Docusign outside of IO

  49 views 0 comments 0 points Started by Amanda_2277 November 2020
• How do you store your documents

  224 views 10 comments 0 points Most recent by Suse1969 October 2020
• CII October Exams

  120 views 1 comment 0 points Most recent by jwr21 September 2020
• Xplan - Document templates and Python Coding

  71 views 0 comments 0 points Started by Gustavo_Fring September 2020
• Tax planning software

  65 views 0 comments 0 points Started by Chris_Hindle1 July 2020
• ClickUp and Excel

  73 views 0 comments 0 points Started by Andy_Schleider July 2020
• Portfolio Potential Loss Report

  86 views 1 comment 0 points Most recent by Nath July 2020
• Electronically Signing Documents

  196 views 8 comments 0 points Most recent by GallusAlice May 2020
• Electronic Signatures - Nitro Cloud

  29 views 0 comments 0 points Started by juliet May 2020
• Benchmarks and Risk-mapping CIPs. What do you do?

  114 views 3 comments 0 points Most recent by parawhat May 2020
• Intranet/Company Share Space

  80 views 2 comments 0 points Most recent by Caro April 2020
• Defaqto Engage Report Writing Soultion - Comments?

  74 views 1 comment 0 points Most recent by Clare_Weight April 2020
• Zoom

  156 views 2 comments 0 points Most recent by Charplan March 2020
• FE Analytics help needed please

  151 views 2 comments 0 points Most recent by aald10074 March 2020
• Report Design

  362 views 8 comments 0 points Most recent by arongunningham March 2020
• A Harvest question

  110 views 3 comments 0 points Most recent by Navigator February 2020
• GDPR - Email Encryption

  477 views 10 comments 0 points Most recent by Clare_Weight January 2020
• Using iPAD or Tablets for clients to input data and sign docs

  58 views 0 comments 0 points Started by GallusAlice January 2020
• Income Tax calculator

  285 views 8 comments 0 points Most recent by Oldhandnewhand October 2019
• Fastrak/Sprint Technology

  82 views 0 comments 0 points Started by Gustavo_Fring October 2019
• Use of iPads in client meetings

  140 views 2 comments 0 points Most recent by Jona September 2019
• Bond gain calculator (CashCalc alternative)

  215 views 6 comments 0 points Most recent by parawhat September 2019
• Focus Solutions Cashflow Modelling tool & Tools linking up with CP19/25

  86 views 2 comments 0 points Most recent by richallum September 2019
• Voyant Adviser & GO

  155 views 2 comments 0 points Most recent by DanAtkinsonUK September 2019
• Excel spreadsheet for calculating tiered charges

  3K views 10 comments 0 points Most recent by Nathan September 2019
• Voice recognition software

  151 views 6 comments 0 points Most recent by Gustavo_Fring September 2019
• TVC tools

  200 views 6 comments 0 points Most recent by Northface September 2019