2nd February 2011

Paraplanning Online - A smarter suitability report writing solution

Paraplanning Online's 'smart' suitability report building solution not only continues to be streets ahead of the competition with regards to ease-of-use and functionality, but it also caters for more areas of financial advice than any other report writing solution on the market today. 

No matter what type of financial advice you provide, Paraplanning Online will be able to help you create professional and compliant suitability reports to justify the advice you've given in minutes! To see all of the areas of financial advice the solution covers, please download our Quick Reference Guide.       

Download quick reference guide

We constantly develop and update Paraplanning Online in order to meet the needs of our customers and network partners, but also to ensure that the reports generated using the report builder are kept bang up-to-date with regards to compliance directives, government legislation and taxation. The next major release of Paraplanning Online, due this quarter, will include the ability to upload pre-set fund lists and model portfolios.

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