Technology & IT

• Advisory AI

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

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

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

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

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

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

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

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

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

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

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

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

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

  258 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

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

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

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

  419 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

  559 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

  110 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

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

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

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