suitability report builder
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 the user to trawl through and select standard paragraphs; PPOL uses ‘wizard’ technology that guides the user through an intelligent question and answer session that results in a compliant and professionally formatted suitability report. In addition, PPOL’s unique Report Template Editor enables the content of the suitability reports to be further tailored to befit their own in-house style of advising and individual preferences.
Our technical team prides itself on ensuring that the PPOL suitability report writing solution is kept up-to-date in a timely fashion to reflect changes in taxation, legislation and compliance directives. A library of all updates and upgrades that have been applied to the PPOL suitability report solution since its release can be found under the support section of the website. You can also download our Quick Reference Guide (please see below) for a summary of the areas of financial planning and the products covered within each section of our suitability reports.
Paraplanning Online offers a variety of subscription options that cater for individual IFA’s and mortgage advisers to larger multi-adviser practices. For further information on the different types of subscription and the associated costs, please download the Paraplanning Online Price List below.
Standard Subscription
This is the entry level subscription for PPOL aimed at individual IFAs and has been designed to enable the registered user to tailor the content of the reports to suit their individual style of advice and user preferences.
Company Account Subscription
The Paraplanning Online Company Account has been specifically designed for the multi-adviser practice and allows the content of the reports to be managed by a centralised compliance function. Company specific wording reflecting your in-house preferences and style of advising can be easily inserted and distributed to your advisers using the unique Report Template Editor and “add additional Option” functionality. For more information please download the Company Account Fact Sheet below.
PPOL Lite Subscription
This option is aimed at advisory firms that solely offer mortgage and protection advice. PPOL Lite offers all of the standard functionality; however the user will be limited to writing mortgage and protection reports only.
| Download | Date | Document Title | File Type |
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01/07/2011
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PPOL Price List
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Adobe PDF
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01/07/2011
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PPOL Fact Sheet
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Adobe PDF
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01/07/2011
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PPOL Company Account
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Adobe PDF
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01/07/2011
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PPOL Quick Reference Guide
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Adobe PDF
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