Powerful forecasting
MoneyScope uses powerful calculations behind the scenes and can accurately project figures for the parameters you set. Remember it's only as correct as what you put in!
Simple, understandable, financial planning
- Manage all your client's financial plans in one place
- Calculate savings and investment rates at the click of a button
- Download and print reports from one simple web application
Real time planning
It's easy to change variables on the fly. Just use our sliders and you'll see the results change right before your eyes.
Web based software
MoneyScope is a web based application - no software to download, and you can access it from anywhere.
One adviser login for multiple clients
From just one adviser login, you can manage all of your clients. Easily switch between them all with just a click!
We have plans to suit your business - whatever the size
Solo PlanSingle User |
£25/month |
Small FirmUp to 5 Users |
£45/month |
Group PlanUnlimited Users |
Let's talk |
All plans enjoy unlimited clients, unlimited cash flows, no software install and no long term contracts
"MoneyScope is a fantastic tool which allows you and your clients to very quickly get a grip on their future financial health. Many financial planners are looking to add value to their proposition and MoneyScope should be a key component of that offering. It produces sensible reports that cuts out information overload and with the ability to alter the inflation rate and net investment return as part of the live plan, it means it is a tool you can use in front of the client or as part of a report process, whichever suits you best. Using MoneyScope is a painless decision to make, it's low cost but has a high positive impact and with the backing of Richard Allum and his values, integrity and knowledge. It's a powerful tool to have."
Philippa Gee, Philippa Gee Wealth Management