Give your financial planning software a Rumsfelding

Mon 28 Jan 2013

Financial planners may learn a thing or two by testing their software with the thinking of a former US Secretary of Defence in mind.

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Reporting back on reports

Wed 31 Oct 2012

"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.

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Wed 31 Oct 2012

Really impressed by the @Moneyscope software updates, particularly the colours. Client feedback has been good.

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Gravatar of Adam CarolanAdam CarolanXentum

Simple things work

Wed 26 Sep 2012

This quote sums up why Richard Allum decided to build Moneyscope but sometimes it's good to hear others say it.

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FTAdviser Guide to Cash Flow Modelling

Mon 24 Sep 2012

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.

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Video: Doing things with your account

Thu 20 Sep 2012

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.

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Video: Personalising your account and reports

Thu 20 Sep 2012

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.

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Video: Managing your clients

Thu 20 Sep 2012

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.

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