Truly Scalable Suitability Report Software
Company Plan
Designed for multi-adviser / paraplanner companies of all sizes that wish to work more efficiently as a team and promote consistent advice outcomes throughout their company.
Group Plan
A purpose-built enterprise solution for larger financial adviser companies, networks and service providers that allows their member companies to link their own account to the group’s account so they can benefit from the customisations made and content added at a group level.
Manage Users
Manage your account’s users and assign roles to them to control what they can and cannot do within your account.
Reader & Writer Users
Caters for paraplanners and advisers who get involved in writing reports, or have all of their reports written for them.
Work more efficiently as a team
The ability to share clients and reports means users can view, edit and write reports for other users within their company.
Centrally Manage Content
Easily manage the content of your company’s report template for all of your users.
Share Content
Share your own selectable options, investments and providers with your account’s users which not only saves everyone having to ‘reinvent the wheel’, but also helps maintain consistency, and mitigate errors and omissions.
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