Tech review: Moneyscope

EASY MONEY

clock • 5 min read

The lang cat's Mark Polson wonders whether Moneyscope has reached the holy grail for investment tools: ultimate simplicity.

Hello, and thanks for coming back. This is my third review for this column, and some of you have been nice enough to contact me to say you have enjoyed things so far. Only some of you have then asked to borrow money, so I'm counting that as a win. I'm still keen, though, to make sure I'm covering the stuff you want to see, so if you have anything you'd like reviewed or you think I'm full of it (or something that rhymes with that), then please get in touch (see details at the end). Anyway, our subject this week is Moneyscope, a web service created by an entrepreneurial paraplanner by t...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Advice CEOs point to tech and demand as key growth drivers

Advice CEOs point to tech and demand as key growth drivers

Regulation and operational efficiency cited as barriers

Isabel Baxter
clock 12 February 2025 • 2 min read
Dynamic Planner targets annual reviews in latest AI plans for advisers

Dynamic Planner targets annual reviews in latest AI plans for advisers

Annual review reports to be done in under five seconds

Isabel Baxter
clock 12 February 2025 • 3 min read
IFA business scalability: If Amazon was a financial adviser…

IFA business scalability: If Amazon was a financial adviser…

What would have to change for advisers to be five times as efficient?

Simon Rogerson
clock 10 February 2025 • 5 min read