January 2017 Upgrade

Transact Integration

Transact users can import investment details and values direct from Transact into PPOL for inclusion in Suitability Reports and to populate Cashflow Modelling.

First you need to authorise our read-only access to your Transact account by completing two forms (A003 and A004) and sending them to Transact.

Once you have received the new Access Code & PIN forward them us at info@ppol.co.uk and we will associate your PPOL account with your Transact account and be in touch to show you how easy it is to import client's investments & values.

For more details about Transact click here.

Coming Soon...

we are currently working on further features including all new Fact Find.

Previous Upgrade

For details of the last upgrade click here.