paraplanning online

Help! How do I choose a style for my report?

Login then click on My Admin from the left hand menu

Click on My Style and view the standard styles available. Click on a thumbnail to view how a report might look like.

If you have a Company Account then only the SuperUser can choose the report style and it will apply to all users of the account.

If you have any suggestions or want a style tweaked then let us know and we will see what we can do.

Request the Style Guide if you would like a custom style for your firm. This outlines what is possible. Select your choices and return it for actioning.