Updates & Upgrades
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 suggested upgrades are prioritised based on their perceived importance and the amount of requests we have received from our clients.
Please find below a library of the updates and upgrades that have been applied to the PPOL online Suitability Report solution since its release in February 2008.
please click on the year below to view other downloads