Technology & IT

• SelectaPension is pulling the Quartely Admin Charge Incorrectly - AUM over £200k should be £0

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

  277 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

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

  610 views 9 comments 0 points Most recent by Jona May 2018
• Paraplanner Report Writing Tools

  607 views 7 comments 0 points Most recent by edevan5 February 2018
• Time recording

  219 views 5 comments 0 points Most recent by amarshall February 2018
• Cashflow Modelling

  325 views 5 comments 0 points Most recent by amarshall December 2017
• AdviserCloud

  146 views 0 comments 0 points Started by Navigator November 2017
• Intelliflo and Voyant interaction

  226 views 2 comments 0 points Most recent by Suse1969 October 2017
• Good Cashflow modelling tool for DB Transfers?

  664 views 9 comments 0 points Most recent by benjaminfabi October 2017
• O&M/Selectapension - 'Additional Growth Required' figures

  213 views 3 comments 0 points Most recent by benjaminfabi September 2017
• Audio Visual Ideas

  207 views 2 comments 0 points Most recent by Gustavo_Fring August 2017
• Going Green!

  234 views 4 comments 0 points Most recent by Rebecca_Tuck July 2017
• Software

  331 views 2 comments 0 points Most recent by desmond June 2017
• cashcalc or moneyscope??

  542 views 4 comments 0 points Most recent by Nathan April 2017
• Selectapension TVAS - GMP Query

  420 views 5 comments 0 points Most recent by Suse1969 March 2017
• Synaptic Product & Fund v Defaqto Engage

  391 views 4 comments 0 points Most recent by steph.hydon February 2017
• TVAS Software

  291 views 2 comments 0 points Most recent by parawhat February 2017
• Which cashflow modelling tool???

  1.3K views 10 comments 0 points Most recent by EpochRob February 2017
• More Selectapension issues...

  259 views 4 comments 0 points Most recent by benjaminfabi December 2016
• TVAS Report

  825 views 8 comments 0 points Most recent by Suse1969 November 2016
• Selectapension cash troubles

  276 views 7 comments 0 points Most recent by richallum November 2016
• FTSE Indices

  168 views 1 comment 0 points Most recent by Jona November 2016
• Genovo

  424 views 5 comments 0 points Most recent by Suse1969 October 2016
• Risk Profiling & Asset Allocation

  187 views 1 comment 0 points Most recent by Jona September 2016
• Morningstar or FE?

  1.3K views 4 comments 0 points Most recent by amarshall September 2016
• Back Office Systems/CRMs

  275 views 1 comment 0 points Most recent by Suse1969 July 2016
• Excel power tips!

  857 views 16 comments 0 points Most recent by Claire Goodwin July 2016
• FE Analytics Academy

  1K views 11 comments 0 points Most recent by richallum June 2016