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Specialist Integrations

Paraplanning Online (PPOL) Suitability

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Integration Functionality

  • Analyse
  • Recommend
  • Report & Communicate
  • Review

Intelligent efficient wizards save time and are easy to use to collect information pertaining to the financial advice and with relevant risk warnings and technical notes included automatically.

Comprehensive, current & compliant addressing all areas of advice with content always up-to-date and regularly scrutinised by the FCA and compliance specialists.

Personalising reports to the client is essential and free flow text is available at every opportunity.

Customisable to reflect your company style, business proposition and content preferences.

Client friendly reports use plain English with technical terms clearly explained. The use of bullet points, tables, colour and multi-level headings assist with client engagement and make reports easier to read with repetition avoided.

Also available:

Cashflow Modelling cover all aspects of money – graphically illustrate a client’s future financial journey.

Fact Find Builder to create fact finds tailored to your clients & your business – allows clients to complete online.

More information at: ppol.co.uk & ppolcalcs.co.uk