Category: Usability

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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Editing made easier

Thu 13 Sep 2012

It's a small thing but we're making it easier to edit client information and scenario names in Moneyscope.

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Count down to problem solving

Thu 13 Sep 2012

In this post we start the count down to our latest update which includes help for solving problems. Find out more

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So what if advice professionals prefer Apple to Windows?

Thu 10 May 2012

Our poll reveals that most people would prefer to use Apple rather than Windows PCs so why don't we think it should matter?

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Is our financial planning software improving our productivity or destroying it?

Mon 30 Jan 2012

We really enjoyed reading this post by US financial planner, Michael Kitces.

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Wed 23 Nov 2011

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.

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Moneyscope on mobile devices

Mon 14 Nov 2011

"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"

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Wed 2 Nov 2011

Rewarding client meeting using Moneyscope - nice to see clients interact with a simple cashflow

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