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Technology & IT
Geek central. This is for software, hardware, tips and tricks.
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Wealthcraft (formerly Plum)
91
views
1
comment
0
points
Most recent by
Neale
1:39PM
Best cashflow tool 2024
86
views
1
comment
0
points
Most recent by
benjaminfabi
April 23
Platform & Investment Research
141
views
0
comments
0
points
Started by
Sam_T
March 7
Best Cashflow
501
views
6
comments
0
points
Most recent by
AK23
October 2023
Client portals - Cashcalc v Intelliflo which is best?
179
views
1
comment
0
points
Most recent by
TimMatthias
July 2023
FE Analytics issues
245
views
7
comments
0
points
Most recent by
ChrisW
May 2023
Report Writing Software
181
views
2
comments
0
points
Most recent by
TomLloyd_Read
March 2023
Conquest Financial Planning (new AI financial planning tool)
236
views
3
comments
0
points
Most recent by
DanAtkinsonUK
March 2023
Queues on IO
111
views
0
comments
0
points
Started by
smith
February 2023
Website hosting and updates
50
views
0
comments
0
points
Started by
Andy_Schleider
February 2023
Moneyinfo factfind
180
views
2
comments
0
points
Most recent by
BryceClark22
February 2023
O&M Profiler
102
views
1
comment
0
points
Most recent by
HR246
January 2023
Defaqto Platform Due Diligence
106
views
3
comments
0
points
Most recent by
TimMatthias
December 2022
Xplan - Document templates and Python Coding
329
views
2
comments
0
points
Most recent by
richardgough
November 2022
Automated Advise
89
views
0
comments
0
points
Started by
EmilyTreais
November 2022
Report Design
546
views
11
comments
0
points
Most recent by
TomLloyd_Read
October 2022
Back Office System for a small firm
74
views
0
comments
0
points
Started by
Tristenb
October 2022
Presenting to clients
126
views
1
comment
0
points
Most recent by
Anna03
August 2022
TVC tools
378
views
9
comments
0
points
Most recent by
Tamnna
August 2022
FinCalc
97
views
1
comment
0
points
Most recent by
Hes
August 2022
Multiple Annuity Quotes
82
views
1
comment
0
points
Most recent by
BeckyJ
June 2022
Defaqto Engage Research Panels
81
views
0
comments
0
points
Started by
benjaminfabi
June 2022
FileHaven
126
views
5
comments
0
points
Most recent by
Nathan
June 2022
Dropbox
97
views
5
comments
0
points
Most recent by
Andy_Schleider
February 2022
Inflation rates in cash flow
158
views
7
comments
0
points
Most recent by
Nath
February 2022
CashCalc vs Voyant
557
views
1
comment
0
points
Most recent by
Nath
February 2022
Morningstar Update
114
views
2
comments
0
points
Most recent by
SteveC
February 2022
Moved: DGT tax on death of settlor - Technical Question
Closed
1
view
0
comments
0
points
Started by
benjaminfabi
December 2021
Capacity for Loss
240
views
9
comments
0
points
Most recent by
SA96
December 2021
Voyant - Adviser or Adviser Go?
226
views
4
comments
0
points
Most recent by
Jona
November 2021
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