A smarter suitability report writing solution

Saves time. Spend more time on profitable activities and less time writing reports.
Helps ensure all aspects of compliance have been addressed.
Avoids potential errors associated with copying and pasting Word templates.
Ensures a consistent style of report.
Streamlines the process of compliance checking.

The most advanced and user friendly suitability report builder on the market today.
Kept right up-to-date to reflect changes in taxation, legislation and compliance directives.
Fully supported by industry professionals - local telephone and email support.
Scalable to meet the needs of individual IFAs and multi-adviser practices.
Only 3 months initial tie-in period - no risk.
Discounts available for members of various networks and service providers .

Wizard driven suitability report builder that saves time and ensures accuracy.
Template Editor allows custo misation of reports to reflect house style and advice preferences.
Regular prompts to include additional "reasons why" ensures personalisation.
Complex multiple recommendation reports can be written in minutes.
Fund and Portfolio library reduces the neeed to re-key data.
24/7 web access from any location.
Company account facility enables the content of the reports to be controlled centrally.

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