Blog

Category: Cashflow Planning

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

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: Help clients meet their goals with Moneyscope

Sun 16 Sep 2012

Richard explains the latest changes to Moneyscope

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Video: New problem solving feature in live testing

Fri 7 Sep 2012

Richard demonstrates how the new problem solving feature works. Do you want to give a go yourself?

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Paul Richardson: That's why I like Moneyscope

Wed 13 Jun 2012

Paul Richardson, managing director of Surrey-based Concept Financial Planning, explains why he likes using Moneyscope.

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Richard's IFP London slidedeck

Wed 2 May 2012

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.

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Pete Matthew on what he likes about Moneyscope

Mon 30 Apr 2012

Pete Matthew of Jacksons Wealth Management tells us what he likes about Moneyscope

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Fancy helping us make our printed reports better?

Thu 22 Mar 2012

We'd like you to tell us what we can do to improve the printed reports that Moneyscope produces. Interested..?

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