The Smarter Suitability Report Builder
The Paraplanning Online Suitability Report Builder is not only incredibly easy to use, but it also offers unrivalled flexibility to tailor the report’s content to reflect your personal preferences and house style.
Unlike traditional suitability report generating tools which are based on glorified templates and require you to trawl through, and select a series of standardised paragraphs; the PPOL Suitability Report Builder employs intelligent “wizard” technology and asks carefully targeted questions to automatically generate and format the report. This not only makes it very easy to use, but ensures that every aspect of compliance is addressed.
What makes the PPOL Suitability Report Builder so different?
- Designed by the Industry for the Industry – By AFPC qualified paraplanners in conjunction with IT specialists
- Current & Compliant – Regularly updated to reflect changes in taxation, legislation and compliance directives (eg RDR)
- Cutting Edge Technology – Employs an intelligent wizard (question and answer session) to guide you through the advice process and ensure that all aspects of compliance are addressed within the suitability report
- Ease of Use – Automatically generates a professionally formatted suitability report based on the options selected that can be downloaded as a Microsoft Word document
- Free Up More of Your Time –The ease of use means the creation of any suitability report can be delegated to support staff
- Greater Personalisation – Save your own options and statements throughout the wizard, and make permanent edits to the underlying text using PPOL's unique Report Template Editor
- Create & Save Investment Solutions - Model portfolios and individual funds can easily be created and saved for repeated use
- Streamline Compliance - PPOL's Company Account facility allows a compliance function to centrally control the content of their advisers' reports
- Assist with TCF – Provides a clear reporting process and the ability to review existing pensions and investments quickly and effectively
- Multiple Recommendations – Ability to include multiple recommendations within the same report
- Work When You Want, Where You Want – Internet enabled 24 hour access from any location
But don’t just take our word for it. Why not see what some of our clients have to say.
A summary of the areas of financial planning and the products covered within each section of the PPOL Suitability Report Builder can be found in the Quick Reference Guide.