Blog
September 2012
Simple things work
This quote sums up why Richard Allum decided to build Moneyscope but sometimes it's good to hear others say it.
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.
Hints and tips videos
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.
Video: Managing your clients
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.
Video: Personalising your account and reports
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.
Video: Doing things with your account
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.
Onto a winner
Looks like you are onto a winner with your improvements - simple yet effective
Video: Help clients meet their goals with Moneyscope
Richard explains the latest changes to Moneyscope
Count down to problem solving
In this post we start the count down to our latest update which includes help for solving problems. Find out more
Editing made easier
It's a small thing but we're making it easier to edit client information and scenario names in Moneyscope.