Blog
October 2011
Just the ticket
Just done a cash flow plan on myself with Moneyscope - superb, simple, just the ticket. Can't wait to use it with a client on Monday.
Cashflow modelling tools in Citywire
Citywire report on different tools available for cashflow modelling.
Citywire - how to pick the right cashflow modelling tool
Richard Allum from Moneyscope features in this Citywire article about cashflow modelling tools.
Citywire: How to pick the right cashflow modelling tool
Richard’s comments about the UK’s Institute of Financial Planning (IFP) chief, Nick Cann’s recent remarks about the use of cashflow modelling tools, have just been published at Citywire.
MoneyScope on iPad
Built a client file from scratch, adjusted, and planned scenarios live with client on Moneyscope - all on an iPad today.
Hugely impressed
Finally got round to looking at Moneyscope yesterday. Hugely impressed with how quick it was to get access to using it.
Assessing risk and the role of cashflows
A presentation that was delivered at the IFP Conference yesterday which is featured in a story at Citywire/New Model Adviser
Moneyscope's rising star in the Lone Star State
Moneyscope’s first registered user in the United States, John Gay, tells us how Moneyscope fits with his financial planning and investment advice practice.