Technology & IT

• Suitability Report Writing Software

  182 views 1 comment 0 points Most recent by Steven_McBurnie September 25
• FE Analytics cost

  98 views 0 comments 0 points Started by sch0501 July 23
• What AI tools or services are you using or looking at?

  1.2K views 30 comments 0 points Most recent by smith May 19
• Product Research Systems

  141 views 1 comment 0 points Most recent by Steven_McBurnie April 29
• TFP Calculators

  141 views 2 comments 0 points Most recent by RobCollins February 4
• Advisory AI

  537 views 4 comments 0 points Most recent by Sean_Fernyhough February 4
• Views on a couple of technology providers

  102 views 0 comments 0 points Started by Wildparaplanner January 15
• Research Tools - Questionnaire for providers

  86 views 0 comments 0 points Started by LKJ23 November 2024
• Seccl - I'm interested in your views!

  83 views 0 comments 0 points Started by SarahComptonHall October 2024
• Bondcalc - Updated

  88 views 0 comments 0 points Started by sentinel555 October 2024
• Platform & Investment Research

  305 views 3 comments 0 points Most recent by cottesmore22 September 2024
• Transcription software & AI meeting notes

  316 views 7 comments 0 points Most recent by Sean_Fernyhough August 2024
• Best cashflow tool 2024

  697 views 5 comments 0 points Most recent by benjaminfabi June 2024
• Wealthcraft (formerly Plum)

  319 views 2 comments 0 points Most recent by DaleLucas April 2024
• Best Cashflow

  1K views 6 comments 0 points Most recent by AK23 October 2023
• Client portals - Cashcalc v Intelliflo which is best?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  407 views 9 comments 0 points Most recent by Tamnna August 2022