New-look reports now live
We successfully released the first of two planned stages in a redesign of your printed reports. Here's a brief summary of the changes and news on stage two.
A refreshingly straightforward way to calculate your client's lifetime cash flow.
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Cashflow forecasting made easier
With Moneyscope, advisers can build cashflow forecasts quickly and simply. But don't take our word for it - sign up for a free trial and find out for yourself.
Clever, whenever.
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We've been trialling Moneyscope for the last few weeks. V impressed. Simple, elegant yet powerful. Off to sign up! / More
Steve Clark44 Financial3
So what if advice professionals prefer Apple to Windows?
Our poll reveals that most people would prefer to use Apple rather than Windows PCs so why don't we think it should matter?
An invaluable asset for great financial advice.
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Really getting into @Moneyscope now! Looking forward to showing clients and helping to map their future / More
Gareth Reynolds@LichfieldIFA
Just trying out @Moneyscope very quickly built scenarios for university funding, looking forward to using with clients
David Hearne
@dontdelaySwift, simple and easy to use.
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I use Moneyscope after having either been a user of or trialled Truth, Voyant, and PlanLab. The latter are all very competent, but I like the simplicity of Moneyscope and it does all that I and my clients need. / More
David HopkinsonDavid hopkinson IFA Ltd
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IFA Online: Moneyscope's 'on the side of the angels'
We're over the moon with the latest review of Moneyscope by Mark Polson in IFA Online
Plans & Pricing
There are no long-term contracts with Moneyscope. You pay month-to-month and, if you want to, can cancel your account at any time. There are no hidden fees and prices quoted include everything.
Small Firm Plan
- 2-5 users
- Unlimited clients + cashflows
- 30 day free trial available
- £45 per plan / month
Group Plan
- 6+ users
- Unlimited clients + cashflows
- 30 day free trial available
- £8 per user / per month