Easy to use... measurable results

  • Enter client's name, current age and savings
  • Add one-off and ongoing income and expenses
  • Change simple variables to alter your client's financial position
  • Print a simple report that highlights key numbers and statistics

We don't think financial planning needs to be complicated...

Step 1: Edit client data

step4
name
Enter your client's details, including name, age and savings
type
Choose the type and frequency of income/expenses and add a description
summary
Add income and expenses to the summary
continue
Click 'continue' to see the results

Step 2: Edit your Plan variables

step5
sliders
Adjust the sliders to change variables such as end age, net investment return and inflation rate
figures
The figures shown will calculate and update automatically based on your selections
graph
View your total savings over time in our easy to understand graph format
furtherdetails2
Find out further details in the yearly breakdown of figures

Step 3: View a final report

printreport
intro
Our report contains an easy to understand introduction explaining the results
figures2
View important figures at a glance
graph over time
Our printable report also includes the total savings over time graph
yearly breakdown
And the yearly breakdown - all important information is included

Step 4: Manage account & clients

account
view clients
View all of your current clients and sort by name, savings or their last update
add clients
Easily add new clients from this screen
names
Access a client's summary by simply clicking on their name
last edited
Easily check the last time their details were updated

Step 5: Your Account and Profile

manage account
edit profile
Manage your details at any time, including your name, company and email address
currency
Choose the currency you operate in. MoneyScope currently supports £GBP, €Euro and $USD
regulation
Enter and edit your regulation statement
password
Change your password regularly to maintain account security
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