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Individual Accounts

Individual Account

The comprehensive solution for a single user

An Individual Account is designed for use by a single adviser practice – however it offers the complete range of PPOL features and facilities ensuring that even the smaller firm can fully benefit at just £60 per month (+VAT).

Benefits

  • Online access to Intelligent Wizard Technology ensuring an easy step by step approach to creating a compliant suitability report
    See tutorial video »
  • Provides the ability to compose unlimited suitability reports across a comprehensive spectrum of financial planning scenarios
    See Quick Reference Guide »
  • Allows creation of multiple reviews and multiple recommendations in a report without duplication of wording
    See example reports »
  • Professional compliant suitability reports are created quickly and efficiently helping to justify Adviser Fees
  • Complies with the FCA’s Principles, general guidance notes and their Suitability Report Factsheet »
  • Reflects COBS 9.4 suitability report requirements
  • Enables rapid production of a report reviewing your client’s Investment Proposition ensuring justification of on-going adviser fees
    See example review »

Features

Client Library

  • Manage the personal and financial information included within a client’s report
  • Integrated with reports automating the updating of client’s current situation
  • Store unlimited clients and reports
  • Automatically save created reports against the client enabling retrieval at any time

Report Style

  • Choose from one of PPOL’s many report Styles to ensure the look and feel of your suitability reports reflect your house style and company branding

Customise Answers

  • Create additional answers to wizard questions & keep for your future use

Attitude to Risk

  • Select from a wide range of pre-defined Attitude to Risk definitions or create and tailor your own

Investment Library

  • Manage the investment-related information included within your reports
  • Store unlimited investment funds and portfolios
  • Utilise PPOL’s investment partners fund information feeds where fund & portfolio related information is updated automatically for you with the inclusion of Fund Facts Sheet

Report Template Editor

  • Tailor your report template so that the wording you want appears in every report
  • Edit your report template with an intuitive and easy-to-use editor
  • Add new wording, hide or edit existing wording ensuring the wording reflects your personal requirements
  • Compare your wording with the PPOL standard wording

Graphics

  • Add graphics into your report enhancing professionalism and media focus