Mark Loosmore of AT8 Group recently saw a new tool that stood out from the crowd when it comes to cashflow planning.
The tool to which we refer is Moneyscope – the cashflow planning tool which was inspired by the Paraplanner Richard Allum. As cashflow planning goes, Moneyscope is pretty limited in functionality and our initial impression was it does not rival the likes of Truth or Voyant for breadth or depth of functionality. To be fair, it doesn’t claim to compete nor does it charge similar fees to these solutions. Moneyscope basically takes a starting cash position, adds some key inputs for income and expenditure and produces a summary graph with a financial breakdown of the savings position over ...
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