Blog
GDPR privacy policy update
We have updated our policy and provided additional information on our data management process.
Issue with Moneyscope subscription transactions
We're aware that some users have been experiencing problems with the payment system for Moneyscope.
Moneyscope will be offline for up to 4 hours from 10pm on Sunday 10 May 2015
Moneyscope will be offline from 10pm (BST) on Sunday 10 May 2015 until 2am on Monday 11 May 2015.
Richard's talk on cash flow planning for the IFP in Belfast
Take a look at the slides from Richard's talk to a meeting of the IFP in Belfast on 11 March 2015.
Quick and easy to use...
Loving @moneyscope Quick and easy to use which means lower cost for our clients #winwin
Divorcing traditional cashflow wisdom from reality
What happened when a tried-and-tested formula for calculating a lump-sum divorce settlement was put to the test using Moneyscope?
Give your financial planning software a Rumsfelding
Financial planners may learn a thing or two by testing their software with the thinking of a former US Secretary of Defence in mind.
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
Really impressed by the @Moneyscope software updates...
Really impressed by the @Moneyscope software updates, particularly the colours. Client feedback has been good.
Reporting back on reports
"You made changes to the reports I can produce in Moneyscope? Well, I never". We did and here's a round up of the changes.
Simple things work
This quote sums up why Richard Allum decided to build Moneyscope but sometimes it's good to hear others say it.
FTAdviser Guide to Cash Flow Modelling
FTAdviser have published a useful guide to cash flow modelling. We think it's a helpful resource for anyone interested in finding out a little bit more, but then we would say that as Richard was one of the contributors.
Hints and tips videos
Would you like a bit more help with using the Moneyscope meet-a-goal feature? 3.48 minutes with Richard in this video should do it.
Video: Managing your clients
If you're interested in finding out a bit more of how you manage your clients in Moneyscope, this is the video for you. It'll take up less than two minutes of your time.
Video: Personalising your account and reports
Richard's video shows you how to add your own logo and some of your own wording to your Moneyscope account and the reports you produce. At 2 minutes, 4 seconds it'll take as long to watch this as it does to eat a Mars bar.
Video: Doing things with your account
Do you want to turn your free trial of Moneyscope into a paid-for account, or change the basis of the account you currently have? Take a look at this video to find out how.
Onto a winner
Looks like you are onto a winner with your improvements - simple yet effective
Video: Help clients meet their goals with Moneyscope
Richard explains the latest changes to Moneyscope
Count down to problem solving
In this post we start the count down to our latest update which includes help for solving problems. Find out more
Editing made easier
It's a small thing but we're making it easier to edit client information and scenario names in Moneyscope.
An intermittent bug with reports
We've been keeping our eye on an intermittent issue which can affect the generation of printed reports from Moneyscope. From time to time you may have found that a printed report is missing the chart or experiencing other other formatting idiosyncrasies. We explain the issue and how to deal with it in this post.
Online help from Moneyscope
We have plans to improve online help available from Moneyscope and we want advisers to help us shape those plans.
Paul Richardson: That's why I like Moneyscope
Paul Richardson, managing director of Surrey-based Concept Financial Planning, explains why he likes using Moneyscope.
Update on problem solving with Moneyscope
Back in December we revealed our plans to add problem solving to Moneyscope. The eagle-eyed among you will notice that we predicted this would be ready early in 2012 and it hasn't made an appearance yet, so here's an update on progress.
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.
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?
We're offline at 3pm BST tomorrow while your new reports go online
Moneyscope will be offline from 3.00pm (BST) on Friday so we can release stage one of your new look reports
A sneak peek at Moneyscope's new design for reports
Take a look at what we're working on to help improve the reports you can produce with Moneyscope.
How inflation works in Moneyscope
From time to time we are asked to explain how inflation works in Moneyscope so here's a short video that does just that.
Richard's IFP London slidedeck
Moneyscope founder, Richard Allum, was invited to speak about financial planning at the IFP's Branch meeting in London last night. Here are the slides he used during his talk.
Pete Matthew on what he likes about Moneyscope
Pete Matthew of Jacksons Wealth Management tells us what he likes about Moneyscope
Specifying 'increase with' inflation rates
Richard Allum explains the new Moneyscope 'featurette' in this video.
Really getting into Moneyscope...
Really getting into @Moneyscope now! Looking forward to showing clients and helping to map their future
Bringing some colour to your reports
Following the last update to Moneyscope, we received a lot of feedback from users about the format of the reports so we've made a small change.
Hangout with us at Google+
We'll be holding our first ever Google+ Hangout tomorrow at 11.00am. Lasting about 15 minutes, we'd like to talk about revamping the printed reports that are generated by Moneyscope, and gauging your ideas and views about what you'd like us to do to improve them.
Fancy helping us make our printed reports better?
We'd like you to tell us what we can do to improve the printed reports that Moneyscope produces. Interested..?
Like the new look of @Moneyscope...
Like the new look of @Moneyscope the forthcoming improvements will make it even better..nice one!
We’re one year old today and are proud to have failed to win a single award
It’s Moneyscope’s first birthday today and, while an award would have been a nice gift, for the second time this year, we haven’t quite cut it as far as official gongs and plaudits are concerned.
That's why I like Moneyscope, John Gay
In the fourth of a series of six animated phone calls, John Gay of Frisco Financial Planning in Frisco, Texas, explains why he likes using Moneyscope.
A starring role for Moneyscope in Pete Matthew's latest blockbuster
OK so, first, we must confess that Moneyscope does sponsor Meaningful Money’s mission to help consumers make sense of money. But, much as we’d like to, we’re afraid that we can’t claim the credit for insisting that Moneyscope co-starred with Pete Matthew in his latest episode on cash-flow planning.
threesixty Paraplanning Forum
Richard was on stage for the London threesixty Paraplanning Forum today and will be presenting again at the second event on 29 February in Coventry. We’ll be publishing Richard’s slides here following the event on the 29th.
Cashflow planning - bringing money to life
Richard presented at today’s IFP Financial Planning Day 2012 and we thought we’d share the slides for those who couldn’t make it or just want to take another look.
Phil O'Connor's 'open mike' call on Moneyscope
Meet Phil O’Connor of Whitewell Financial Planning based in Bolton, Lancashire. Phil features in the third of a series of six animated phone calls in which users of Moneyscope explain why they like using it.
Psst...red or orange?
We’ve got two projects on the go at the moment which are due to go live soon: one is the release of a new problem-solving feature that we’re building; the second is a subtle evolution of the screen designs. We want you to tell us what you think of one of our proposed changes.
Take the Moneyscope tour
Financial planning doesn't have to be complicated. Moneyscope is a simple yet powerful cash flow tool now available to advisers.
Cash flow forecasting made easier
Sign up for a 30-day free trial of Moneyscope and start building cash flow forecasts quickly and simply.
Is our financial planning software improving our productivity or destroying it?
We really enjoyed reading this post by US financial planner, Michael Kitces.
Out and about in February
Richard Allum of Moneyscope will be taking to the road for a few dates in February. He'll be spreading the word about cashflow forecasting.
Paid for itself
Love it! Made a big difference during early meetings when we are working through a clients plan. It has impacted on a number of client decisions already so paid for itself more than a few times.
Are you Apple Mac or Windows PC?
We’re interested to discover the extent to which financial advice professionals use Apple Macs versus Windows PCs for work – and which they would prefer to use.
Find out what Gary Phillips likes about Moneyscope
Gary Phillips of Phillips Financial Planning in Newry, County Down; the first of six advice professionals who feature in six individual animations that we’ll occasionally publish over the next few weeks.
Simplicity
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.
FT Adviser on modelling tools
Moneyscope is assessed in this FT Adviser article on cashflow modelling tools.
Moneyscope on mobile devices
"It works well on Galaxy tab 10.1 on Android 3.1. Screen size good, could be used with a client. Saved report to Evernote easily"
Simple cashflow
Rewarding client meeting using Moneyscope - nice to see clients interact with a simple cashflow
Just the ticket
Just done a cash flow plan on myself with Moneyscope - superb, simple, just the ticket. Can't wait to use it with a client on Monday.
Cashflow modelling tools in Citywire
Citywire report on different tools available for cashflow modelling.
Citywire - how to pick the right cashflow modelling tool
Richard Allum from Moneyscope features in this Citywire article about cashflow modelling tools.
Citywire: How to pick the right cashflow modelling tool
Richard’s comments about the UK’s Institute of Financial Planning (IFP) chief, Nick Cann’s recent remarks about the use of cashflow modelling tools, have just been published at Citywire.
MoneyScope on iPad
Built a client file from scratch, adjusted, and planned scenarios live with client on Moneyscope - all on an iPad today.
Hugely impressed
Finally got round to looking at Moneyscope yesterday. Hugely impressed with how quick it was to get access to using it.
Assessing risk and the role of cashflows
A presentation that was delivered at the IFP Conference yesterday which is featured in a story at Citywire/New Model Adviser
Moneyscope's rising star in the Lone Star State
Moneyscope’s first registered user in the United States, John Gay, tells us how Moneyscope fits with his financial planning and investment advice practice.
What is financial planning?
We’ve been following Pete Matthew’s Meaningful Money channel since it started but felt strangely compelled to draw attention to the topic of his latest edition - planning for lifetime cash-flow.
Dear diary…
We were really pleased that Moneyscope featured in the latest entry of Ian Thomas’s Diary of a (Brand) New Model Adviser column for Citywire.
Simple but powerful
We've been trialling Moneyscope for the last few weeks. V impressed. Simple, elegant yet powerful. Off to sign up!
Who is financial services technology for?
Even though it was billed as a report about financial advisers’ satisfaction with investment platforms in the UK, we think that last week’s Defaqto report delivers a very clear message to any business which makes a living building technology services for financial advice professionals: usability matters more than features.
Four ways in which advisers are using Moneyscope
Last month, we added a new feature to Moneyscope which allows you to test more than one lifetime cash-flow scenario for each client, without having to add financial information over and over again.
Easy to use
Just playing with @Moneyscope new scenario planning function - I like it! Very simple to use - what I need on a Friday!
AT8 praise
Had a quick look at the new version of @Moneyscope - the addition of scenarios is really worthwhile.
Praise for planning tool
If you haven't seen @Moneyscope's planning tool yet I suggest you do! Simple is the future….
More praise from Philippa Gee
Just had brilliant meeting with clients using Moneyscope - they were speechless (in a good way).
AT8 review Moneyscope
Moneyscope has been reviewed by AT8 Group and we are really pleased with some of their comments!
Philippa Gee on what she likes about Moneyscope
We’ve recorded a call with Philippa Gee of Philippa Gee Wealth Management based in Church Stretton, Shropshire and she told us what she likes about Moneyscope.
What the profession has needed for ages
In my opinion this piece of kit is exactly what the profession has needed for ages.
Big thumbs up
Like the product, can really see it adding value and saving time for the 'lighter' touch cash flow cases. Output is great, easy to explain, easy to enter the data. Big thumbs up from me.
Cashflow projection
Just used Moneyscope to produce a quick cashflow projection for a prospect in a care home - excellent; worked really well.
Philippa Gee Wealth Management
So impressed with Moneyscope, great system and potential - well done Richard!
Advisers will need cashflow modelling software
Interesting piece in this week’s Money Marketing discussing the importance of technology for advisers post RDR to manage costs and provide a quality service proposition.
Pete Matthew
I really think there's a need for simple financial planning for the masses, particularly in light of the RDR. This looks like a brilliant, hands on internet application that will allow that to happen.