Technology & IT

• Bond gain calculator (CashCalc alternative)

  275 views 6 comments 0 points Most recent by parawhat September 2019
• Focus Solutions Cashflow Modelling tool & Tools linking up with CP19/25

  115 views 2 comments 0 points Most recent by richallum September 2019
• Voyant Adviser & GO

  180 views 2 comments 0 points Most recent by DanAtkinsonUK September 2019
• Excel spreadsheet for calculating tiered charges

  5.3K views 10 comments 0 points Most recent by Nathan September 2019
• Voice recognition software

  169 views 6 comments 0 points Most recent by Gustavo_Fring September 2019
• Business protection quotes

  117 views 6 comments 0 points Most recent by alex_lannin August 2019
• Review software

  111 views 1 comment 0 points Most recent by Suse1969 August 2019
• Voyant Query: Overpayment of Interest Only Mortgage

  337 views 5 comments 0 points Most recent by Gustavo_Fring July 2019
• Enable back office & Fusion platform

  158 views 2 comments 0 points Most recent by ParaP May 2019
• Meeting Recording

  192 views 2 comments 0 points Most recent by arongunningham April 2019
• Document Portal

  152 views 3 comments 0 points Most recent by gareth April 2019
• Secure email

  284 views 3 comments 0 points Most recent by gareth April 2019
• Does your FE have shed loads of portfolios that you no longer need?

  132 views 4 comments 0 points Most recent by Suse1969 March 2019
• FE Analytics - missing portfolios

  101 views 4 comments 0 points Most recent by richallum February 2019
• Advice Front

  111 views 0 comments 0 points Started by arongunningham February 2019
• Contact Details for Adviser Asset

  246 views 2 comments 0 points Most recent by Nathan February 2019
• Retirement Income Modelling - O&M vs Selectapension vs something else

  3.1K views 19 comments 0 points Most recent by benjaminfabi January 2019
• Report writing systems?

  291 views 8 comments 0 points Most recent by richallum November 2018
• Excel training

  178 views 2 comments 0 points Most recent by ruthiebusybee October 2018
• Cashcalc thoughts please

  724 views 9 comments 0 points Most recent by MothiusManius September 2018
• Which pension switching tool?

  253 views 3 comments 0 points Most recent by MothiusManius September 2018
• Document Generation

  136 views 0 comments 0 points Started by BillSmith September 2018
• Moving to Intelliflo

  204 views 1 comment 0 points Most recent by arongunningham August 2018
• New FE Analytics RIY calculator

  408 views 10 comments 0 points Most recent by richallum July 2018
• Pension Switch Due Diligence & Software

  168 views 1 comment 0 points Most recent by Gustavo_Fring July 2018
• SelectaPension is pulling the Quartely Admin Charge Incorrectly - AUM over £200k should be £0

  137 views 5 comments 0 points Most recent by arongunningham June 2018
• Cashcalc

  276 views 2 comments 0 points Most recent by Andy_Schleider May 2018
• Alternative Investment Screening

  187 views 2 comments 0 points Most recent by parawhat May 2018
• Intelliflo Portfolio Analyser

  227 views 1 comment 0 points Most recent by Suse1969 May 2018
• The impact of AI on Paraplanning

  608 views 9 comments 0 points Most recent by Jona May 2018