🎄MERRY CHRISTMAS FROM FinCalc🎄
2023 has been a busy year at FinCalc with many new developments and system improvements.
As well as releasing a brand new results screen within our #cashflowmodeller we also developed some new tools and system features including:
#Goals in cashflow✔
DocuSign integration in our #clientportal ✔
#Stochastic modelling ✔
Interactive timeline with specific goals ✔
Net worth in client portal ✔
Salary vs Dividend calculator ✔
Emergency tax calculator ✔
2-way integration with Plannr Technologies Limited ✔
2024 will see more of the same as we strive to become the 'go to' choice for #financialplanning software that provides the perfect solution for #advisers that want client onboarding, back-office integration and all the financial tools they need under one cyber roof! 🤶🏻🎅🏻
Happy New Year from FinCalc 🍾🎆🎉
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Executive Director at Morgan Stanley, Microsoft MVP, Member of Technical Oversight Committee, Chair of Open Source Readiness, InnerSource, Emerging Technologies in The Linux Foundation, FSI Autism Hackathon organizer
This year at FINOS we are focusing on one of FINOS’ key existing projects: Open Source Readiness. This is FINOS’ term for helping the finance industry “do open source properly”.
2023-10-04 OSR Weekly Update
This last week, many of us among the OSR leadership have been occupied with meticulously reviewing the final batches of questions that would form the base of the Open Source Readiness exam. This crucial phase of our delivery for the Open Source in Finance Forum (OSFF) demands a sharp focus on the quality and accuracy of each question to ensure that the exam accurately assesses a candidate’s capabilities and understanding of the written material. Rob Moffat has been relentlessly leading us in this, collaborating tirelessly, and scrutinizing the wording, relevance, difficulty level, and applicability of each question to create a fair and comprehensive evaluation bar.
As part of the new content, and related to last week’s update on Supply Chain Security, we did bring up this as a leading discussion topic for the Architecture as a Code workgroup, part of DevOps Automation, where we discussed the aim and premise of the contribution we actually did towards https://osr.finos.org . And – speaking of contributions: if you have contributed to the Book of Knowledge at OSR, but haven’t yet been added to the about.md – here is your chance, make sure you would be part of the Book of Faces when we unveil it at OSFF – reminding me to point out that:
OSFF REMINDER: 4 WEEKS TO GO!
If you work for a FINOS member and live in New York, why haven’t you signed up to come to OSFF yet?
There are complimentary passes for employees of FINOS Member Firms so hurry up and register already!
The OSR and InnerSource SIGs are collaborating on running a booth at the event – would you like to help staff it? Get in touch if so!
If you haven’t received your unique member code, please contact osff@finos.org and we’ll get you sorted.
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