Love it! Made a big difference during early meetings when we are working through a clients plan. It has impacted on a number of client decisions already so paid for itself more than a few times.
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.
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
Despite being enthusiasts for all of their products, we try to remember that there is life beyond Apple. So with that in mind, we asked people to let us know if they were using Moneyscope on tablets other than the iPad.
We already know that it works well on the iPad and even iPhone.
However, we were delighted when James Dean replied to our question on Twitter to confirm that it worked well on the Galaxy Tab running on Android.
So have you used Moneyscope on something other than an Apple device? We’re curious so let us know.
Rewarding client meeting using Moneyscope - nice to see clients interact with a simple cashflow
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.
Built a client file from scratch, adjusted, and planned scenarios live with client on Moneyscope - all on an iPad today.
Finally got round to looking at Moneyscope yesterday. Hugely impressed with how quick it was to get access to using it.
Dear diary…
We were really pleased that Moneyscope featured in the latest entry of Ian Thomas’s Diary of a (Brand) New Model Adviser column for Citywire.
Ian, a former Fidelity, Skandia and AXA marketer, is in the throes of establishing his own financial planning practice, Pilot Financial Planning, and his regular column charts the peaks and pitfalls of starting his own business.
Last week, he tackled the question of which software applications to use to help with client cash flow modelling and risk profiling. Although he didn’t opt for Moneyscope in the end, we were really chuffed to hear his assessment that a swift, simple and easy to use cashflow tool like Moneyscope can be an invaluable tool for great financial advice.
If you’re on Twitter, you can follow Ian at @financialpilot, as well as at his Citywire column of course.
And, Ian, if you’re reading this, we wish you all the best with the new business. Of course, if you decide you’d like a refreshingly straightforward way to calculate your client’s lifetime cash flow at any time in the future, you know where to find us!
We’ve been trialling Moneyscope for the last few weeks. V impressed. Simple, elegant yet powerful. Off to sign up!
Had a quick look at the new version of @moneyscope - the addition of scenarios is really worthwhile.
