paraplanning online
 

Paraplanning Online provides a suitability report writing solution for Financial Advisers

Why ppol?

The most intelligent and easy to use suitability report writer incorporating "wizard-driven" technology and the ability to edit your report template to reflect your individual preferences.

Tried & Trusted since 2008

Read more about the suitability report builder »

April Upgrade Complete

The April upgrade is complete with the changes for the new tax year...more >

March Upgrade Complete

The March upgrade is complete with new upgraded Retirement Income section...more >

February Upgrade Complete

The February upgrade is complete with new Executive Summary section...more >