Time saving
Packed full of time-saving features that allow highly personalised reports to be created in a fraction of the time it takes when using more traditional methods like Word templates.
- Integrations with leading industry software
- Centrally managed content libraries
- Advice options
- Modular report builder
- Automatic content generation
- Auto-calculated plan charges
- Recycle content and reports
Compliance confidence
Peace of mind that your reports include everything they need to, and the content is being automatically kept up to date for you.
- Automatic updates
- FCA best practice
- Intelligent workflows
- Consistent advice outcomes
- Automatic risk warnings
- Aids file checking
Highly customisable
Customise your workspace and your reports to reflect your company’s brand and advice service, as well as your individual content preferences.
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- Report Content Manager
- Report Section Manager
- Report title page image
- Advice Options & Advice Reasons Library
- Report Builder
- Add your company’s logo and favicon
- Report Theme
- GUI Theme
Comprehensive solution
Write suitability reports or MiFID II-friendly review reports for private, corporate and trustee clients covering an extensive range of financial products and advice scenarios.
- Different roles and user types
- Extensive range of advice scenarios
- Over 100 product types
- 5 report types
- Multiple client types
- Multi-currency
Reader friendly & engaging
Improve your client experience and enhance your company’s brand by providing your clients with professional, reader-friendly and engaging reports that adhere to the principles of Consumer Duty.
- Easy to read
- Logical and familiar structure
- Visually appealing and engaging
- More personalisation
- Layered report format
- Glossary of terms
- ‘Consumer understanding outcome’ of Consumer Duty
Report template library
Pre-loaded with a selection of pre-configured, partially completed report templates covering specific advice scenarios to use as the starting point for creating new reports.
- Greater efficiency
- Consistent advice outcomes
- Create your own templates
- Centrally managed
Truly scalable
Designed for companies of all sizes from individual advisers and paraplanners, to multi-adviser companies, and multi-company groups.
- Solo Plan
- Company Plan
- Group Plan
- Centrally manage and share custom content
- Manage users
- Premium terms
Content libraries
Libraries containing regularly used core content that can be added into a report with a couple of clicks, saving the need to rekey this information and helping to further speed up the report building process.
- Investment library
- Provider library
- Client & report library
- Attitude to risk profiles library
- Advice options & reasons library
- Add and share custom library items
Leading edge technology
Custom-built technology, built from the ground-up using our pioneering second generation workflow and document generator platform.
- Progressive web app
- Proprietary technology
- Microsoft partner
Integrations
Integrations with leading back-office and financial planning software further speeds up the report building process and removes the need to re-key data.
- Intelliflo Office
- Xplan
- Curo
- Plannr (Coming soon)
- Dynamic Planner
High level security
We take the protection of our clients’ data extremely seriously.
- ISO27001 accredited company
- “A+” rated encryption
- Fully encrypted database
- GDPR ready
- Two-factor authentication
Extensive user support
An extensive range of support and training resources to help new users get up and running quickly and effectively and ensure existing users continue to have access to the assistance they need whenever they need it.
- Online demo
- Video tutorials
- Knowledge base
- Monthly training webinars
- Hints & tips
- User tips
- Support desk
- Bespoke training and customisation services
