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

Read more about the suitability report builder »

2014 Budget Updates

Wordings updated effective 6th April...more >

February Upgrade Complete - New Features

The February upgrade to version 4.09 is complete....more >

January Upgrade Complete - New Features

The January upgrade to version 4.08 is complete...more >