Suitability Report Builder
Overview
Paraplanning Online provide the most advanced, yet easy to use web-based suitability report writing solution. PPOL uses ‘wizard’ technology guiding the user through an intelligent question and answer session that results in a compliant and professionally formatted suitability report. In addition, PPOL’s unique Report Template Editor enables the content of the suitability reports to be further tailored to befit their own in-house style of advising and individual preferences.
Our technical team prides itself on ensuring that the PPOL suitability report writing solution is kept up-to-date in a timely fashion to reflect changes in taxation, legislation and compliance directives. The Quick Reference Guide (please see below) details the areas of financial planning and the products covered within each section of our suitability reports.
Paraplanning Online offers a variety of subscription options that cater for individuals, companies, groups and networks. For further information on the different types of subscription please click on the links below.
| Download | Date | Document Title | File Type |
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15/11/2023
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Quick Reference Guide
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Adobe PDF
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