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Technology & IT
Geek central. This is for software, hardware, tips and tricks.
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Capacity for Loss
254
views
9
comments
0
points
Most recent by
SA96
December 2021
Voyant - Adviser or Adviser Go?
238
views
4
comments
0
points
Most recent by
Jona
November 2021
Fintegrate
227
views
4
comments
0
points
Most recent by
TimMatthias
June 2021
Your own platform?
131
views
0
comments
0
points
Started by
Anna
April 2021
Pension review tools
116
views
1
comment
0
points
Most recent by
Gustavo_Fring
February 2021
Digital factfinds
104
views
0
comments
0
points
Started by
Gustavo_Fring
February 2021
Complete IT support shake-up - opinions please!
465
views
18
comments
0
points
Most recent by
richallum
December 2020
Using Docusign outside of IO
119
views
0
comments
0
points
Started by
Amanda_2277
November 2020
How do you store your documents
269
views
10
comments
0
points
Most recent by
Suse1969
October 2020
CII October Exams
148
views
1
comment
0
points
Most recent by
jwr21
September 2020
Tax planning software
104
views
0
comments
0
points
Started by
Chris_Hindle1
July 2020
ClickUp and Excel
121
views
0
comments
0
points
Started by
Andy_Schleider
July 2020
Portfolio Potential Loss Report
117
views
1
comment
0
points
Most recent by
Nath
July 2020
Electronically Signing Documents
253
views
8
comments
0
points
Most recent by
GallusAlice
May 2020
Electronic Signatures - Nitro Cloud
52
views
0
comments
0
points
Started by
juliet
May 2020
Benchmarks and Risk-mapping CIPs. What do you do?
163
views
3
comments
0
points
Most recent by
parawhat
May 2020
Intranet/Company Share Space
108
views
2
comments
0
points
Most recent by
Caro
April 2020
Defaqto Engage Report Writing Soultion - Comments?
176
views
1
comment
0
points
Most recent by
Clare_Weight
April 2020
Zoom
169
views
2
comments
0
points
Most recent by
Charplan
March 2020
FE Analytics help needed please
324
views
2
comments
0
points
Most recent by
aald10074
March 2020
A Harvest question
124
views
3
comments
0
points
Most recent by
Navigator
February 2020
GDPR - Email Encryption
638
views
10
comments
0
points
Most recent by
Clare_Weight
January 2020
Using iPAD or Tablets for clients to input data and sign docs
72
views
0
comments
0
points
Started by
GallusAlice
January 2020
Income Tax calculator
345
views
8
comments
0
points
Most recent by
Oldhandnewhand
October 2019
Fastrak/Sprint Technology
137
views
0
comments
0
points
Started by
Gustavo_Fring
October 2019
Use of iPads in client meetings
168
views
2
comments
0
points
Most recent by
Jona
September 2019
Bond gain calculator (CashCalc alternative)
273
views
6
comments
0
points
Most recent by
parawhat
September 2019
Focus Solutions Cashflow Modelling tool & Tools linking up with CP19/25
114
views
2
comments
0
points
Most recent by
richallum
September 2019
Voyant Adviser & GO
177
views
2
comments
0
points
Most recent by
DanAtkinsonUK
September 2019
Excel spreadsheet for calculating tiered charges
5.2K
views
10
comments
0
points
Most recent by
Nathan
September 2019
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