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Mark Loosmore

TMT

Technology Review: The Truth about effective financial planning

Financial Planning tools are getting a lot of attention these days so I was looking forward to reviewing the ‘Grand Daddy' of them all - ‘Truth'- from Prestwood.

clock 03 August 2009 •

TMT

A Rising Star?

As regular readers will know, over the last few weeks, we have been looking at some of the specialist financial planning tools. Our review of Morningstar gave us a different perspective as it was its depth rather than breadth that stood out.

clock 15 July 2009 •

Technology

Financial Planning Tools Review - Dynamic Planner

The move to fee-based business models and the focus on understanding and communicating risk has driven many advisers to look for tools to help support them in generating accurate, professional financial plans.

clock 29 May 2009 •
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