paraplanning online
 
A smarter suitability report solution for financial advisers

About Us

Paraplanning Online (PPOL) provides an online suitability report and outsourced paraplanning solution for financial advisers.

With experience of both paraplannning and advising, the PPOL team brings together a range of complementary skills and disciplines and has a unique understanding as to how suitability reports can be generated efficiently and compliantly to save time and help mitigate business risk.

Having provided paraplanning services to a broad range of advisers for more than a decade, we are ideally positioned within the marketplace to observe and react to industry trends and regulatory directives. Our ground breaking online suitability report builder allows the financial advisory community to benefit from our expertise and to create compliant reports in a fraction of the time.

PPOL is used by over 1000 companies across the UK and growing. Our customer base includes directly regulated companies as well as members from such diverse networks and service providers as Sesame, Lighthouse, Paradigm, Caerus, Best Practice, True Potential, Simply Biz, Tenet, Bestinvest and the Succession Group.

At Paraplanning Online we take security and the protection of our clients' data very seriously. A copy of our Security Policy can be found below.

Smarter Suitability® is a registered trade mark of Paraplanning Online Limited.

DownloadDateDocument TitleFile Type
Download PPOL Security Policy 12/07/2012 PPOL Security Policy Adobe PDF