January 2022 Upgrade

Report Templates

This new feature allows the SuperUser to create Report Templates (skeleton reports with no client specific details) that all users can use to base a new report on. Access by clicking on the Switch to Suitability Report Templates link.

They can also create a Report Template based on an existing report by selecting Duplicate and Save as Template.

Iress XPlan Integration

Import details of Clients, Incomes, Spending, Investments, Assets, Loans & Protection from Iress XPlan and get latest valuations.

Base Investment & Pension Recommendations & Reviews on Iress plans.

Let us know if you wish to use the integration - it's free of any charges.

Intelliflo Office Integration

Let us know if you wish to use the integration - it's free of any charges.

Coming soon...

More features and updates will be added in coming months.

Previous Upgrade

For details of the last upgrade click here