Category: Support

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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Video: Meet-a-goal with Moneyscope in detail

Thu 20 Sep 2012

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.

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How inflation works in Moneyscope

Wed 2 May 2012

From time to time we are asked to explain how inflation works in Moneyscope so here's a short video that does just that.

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Four ways in which advisers are using Moneyscope

Wed 13 Jul 2011

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.

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New scenario planning in pictures

Thu 16 Jun 2011

Moneyscope's new scenario planning step-by-step guide

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