Paraplanning Online provides an online Suitability Report and outsourced paraplanning solution for Financial Advisers
The most intuitive and easy to use Suitability Report solution for IFA's, incorporating "wizard-driven" technology and the ability to tailor your reports to reflect your individual style of advice
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A comprehensive & standalone Wrap Recommendation Section is added, and other updates applied to the PPOL solution...more >
Updates applied to PPOL following the 2010 Emergency Budget...more >