The Paraplanning Online Suitability Report Builder is not only incredibly easy to use, but it also offers unrivalled flexibility to tailor the report’s content to reflect your personal preferences and house style.
Un

Paraplanning Online provides a suitability report and outsourced paraplanning solution for Financial Advisers

The most intelligent and easy to use suitability report writer incorporating "wizard-driven" technology an

Our suitability reports are professionally presented, and structured in such a manner that they are easy for your clients to understand. They have a logical and consistent layout. The Introduction section “sets the scene”, fo

To proceed with the purchase of a license please enter your details below and confirm your acceptance of the Terms and Conditions.

Access to and use of this website (www.ppol.co.uk') (the "Website") is provided by Paraplanning Online Limited ("PPOL") and is subject to the following terms:

Overview
Paraplanning Online provide the most advanced, yet easy to use web-based suitability report writing solution on the market today. Unlike many other suitability report writing tools which are based on glorified templates and require t

If you are new to the Paraplanning Online Suitability Report writing solution, our video tutorials are a great way to get started. They are best watched in the order they are listed, and it is recommended that you watch all of the videos before attempt

Paraplanning Online (PPOL) provides an online suitability report and outsourced paraplanning solution for financial advisers.
With experience of both paraplannning and advising, the PPOL team brings together a range of complementary skills and

Paraplanning Online Terms and Conditions
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Paraplanning Online's outsourced paraplanning service is provided under our sister company, Alexander Rowland Associates, on a “pay as you go” basis. This means you are free to use it as often as

PARAPLANING ONLINE LIMITED ("PPOL") : PRIVACY POLICY
PPOL is committed to ensuring that your privacy is protected. This Privacy Policy explains how we collect and use any Personal Information you provide to us, and how we safeg

Insurance Companies, Platforms and Investment Houses
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The Paraplanning Online Suitability Report Builder is regularly updated to reflect changes in taxation, legislation and compliance directives. We adhere to a structured development roadmap which is reviewed quarterly. As part of this process, all

Just enter a few details below and take a couple of minutes to test drive the PPOL report builder and write a suitability report for free.

In terms of a web browser, we recommend Internet Explorer (version 6.0 or later) for general use. Please Note - You must use Internet Explorer to realise the full functionality of the Report Template Editor within the actual Report Writer.
To e

Whether you are a network member or Directly Regulated, Paraplanning Online offers the most intuitive and easy to use suitability report writing solution on the market. But don’t just take our word for it.....

phone:        0845 055 3278email:          info@ppol.co.ukfax:   &nb

Taking Ownership
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You have been presented with the option to “take ownership” of this license for one of two reasons – Either you have been timed out due to a lack of activity, or someone is already logged on to the PPOL report writing software usin

The Paraplanning Online suitability report solution is constantly updated to reflect changes in taxation, legislation and compliance directives. However, we are conscious that there are a few of the less commonplace areas of financial planning and

It takes less than eight minutes to write a pension switching suitability report using Paraplanning Online's intelligent Suitability Report Builder. Please click play to view the demonstration video.
You can also view an example pensi

Thank you for signing up to Paraplanning Online. One of Customer Services Team will contact you shortly to discuss your requirements and the setting up of your account in more detail.
Should you have any questions in the meantime please do not

Thank you for signing up to Paraplanning Online. You will shortly receive an email confirming your account has been activated.
Should you have any questions in the meantime please do not hesitate to contact our Customer Services Team on 0845 05

The following video demonstrates how you could write an investment recommendation suitability report in under 10 minutes utilising Paraplanning Online’s suitability report building solution.
You can also view an example investment re