Technology & IT

• What AI tools or services are you using or looking at?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  395 views 9 comments 0 points Most recent by Tamnna August 2022
• FinCalc

  122 views 1 comment 0 points Most recent by Hes August 2022
• Multiple Annuity Quotes

  96 views 1 comment 0 points Most recent by BeckyJ June 2022