Blog
Category: Cashflow Planning
Really impressed by the @Moneyscope software updates, particularly the colours. Client feedback has been good.
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.
Video: New problem solving feature in live testing
Richard demonstrates how the new problem solving feature works. Do you want to give a go yourself?
Paul Richardson: That's why I like Moneyscope
Paul Richardson, managing director of Surrey-based Concept Financial Planning, explains why he likes using Moneyscope.
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
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..?