Technology & IT

• GDPR - Email Encryption

  639 views 10 comments 0 points Most recent by Clare_Weight January 2020
• Using iPAD or Tablets for clients to input data and sign docs

  80 views 0 comments 0 points Started by GallusAlice January 2020
• Income Tax calculator

  355 views 8 comments 0 points Most recent by Oldhandnewhand October 2019
• Fastrak/Sprint Technology

  150 views 0 comments 0 points Started by Gustavo_Fring October 2019
• Use of iPads in client meetings

  173 views 2 comments 0 points Most recent by Jona September 2019
• Bond gain calculator (CashCalc alternative)

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

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

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

  5.7K views 10 comments 0 points Most recent by Nathan September 2019
• Voice recognition software

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

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

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

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

  160 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

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

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

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

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

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

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

  3.2K views 19 comments 0 points Most recent by benjaminfabi January 2019
• Report writing systems?

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

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

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

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

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

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

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

  172 views 1 comment 0 points Most recent by Gustavo_Fring July 2018