Time saving
Packed full of features designed to save you heaps of time.
- Intelligent workflow
- Automatic content generation
- Preloaded Report Themes
- Preloaded attitude to risk profiles
- Data libraries
- Re-use custom content
- Clone reports
- Clone investments & investment strategies
- Shortcuts, auto-calculations & quick adds
- Pre-selected options
- Easy navigation
Automatic updates
Peace of mind that we’re keeping everything up-to-date for you.
- Taxation & legislation
- FCA best practice
- Centrally managed Provider Library
Highly customisable
Customise the app and your reports to reflect your company’s branding and advice service.
- GUI Theme
- Report Theme
- Report Content Manager
- Report Builder
- Simple HTML editor
- Advice Options & Advice Reasons
- Standard Word document
Comprehensive solution
Covers an extensive range of financial products and advice scenarios.
- Over 100 product types
- 5 report types
- Multiple client types
- Multi-currency
Reader-friendly and engaging suitability report
Make your client communications more effective.
- Easy to read and understand
- Visually appealing and engaging
- Layered report format
- Glossary of terms
- Less repetition
Report Template Library
Pre-loaded with a range of pre-configured report templates to use as the starting pointing for creating your own reports.
- Investment review & recommendations
- Defined benefit pension transfer
- Money purchase pension switch
- Mortgage & protection recommendation
- Equity release recommendation
- MiFID II-friendly review report
- Continued suitability report
- Investment top-up suitability report
- Fund switch report
Truly scalable
Designed to adapt to the changing needs of your company.
- Company Plan
- Group Plan
- Manage your users
- Reader & Writer Users
- Work more efficiently as a team
- Centrally manage content
- Share content with the team
Investment Library
Add investment information into your reports with a couple of clicks.
- Designed to cater for all investment types
- Preloaded with example investments to use as a template
- Add your Centralised Investment Proposition
- Clone & share investments
- Bulk investment importer
Provider Library
Add provider information into your report with a single click.
- Preloaded providers
- Centrally managed
- Add custom providers
- Hide providers
Leading edge technology
Powered by the latest web technologies.
- Web-based application
- Proprietary technology
- Microsoft partner
- Cross browser support
- Accessible from multiple devices
Integrations
Pull client, plan and ATR data into your reports with a couple of clicks.
- Intelliflo Office
- Xplan
- Curo
- Dynamic Planner
- Other integrations
High level security
We take the protection of our clients’ data extremely seriously.
- ISO27001 accredited
- “A” rated encryption by industry specialist
- Fully encrypted database
- GDPR ready
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