video tutorials

If you are new to the Paraplanning Online Suitability Report writing solution, our video tutorials are a great way to get started. They are best watched in the order they are listed, and it is recommended that you watch all of the videos before attempting to write a report for the first time.

Even as a regular user you may wish to refer to certain video tutorials from time to time to enhance your understanding and ensure you get the most from the PPOL solution. 

Tutorial 1 explains how to set up your report template using My Info
Tutorial 2 explains how to include an introduction section within your report
Tutorial 3 explains how to include a review section within your report
Tutorial 4 explains how to include a recommendation section within your report
Tutorial 5 explains how to download your report to Word
Tutorial 6 explains how to make permanent edits to your report using the Template Editor
Tutorial 7 explains how to manage your preferred fund list via My Funds
Tutorial 8 explains how to manage your preferred portfolios via My Portfolios
Tutorial 9 explains how to incorporate your preferred investment strategy within a recommendation section

Click on the thumbnail to view each video.

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  PPOL Tutorial 1

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  PPOL Tutorial 2

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  PPOL Tutorial 3

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  PPOL Tutorial 4

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  PPOL Tutorial 5

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  PPOL Tutorial 6

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  PPOL Tutorial 7

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  PPOL Tutorial 8

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  PPOL Tutorial 9