Comprehensive suitability report solution
Over 90 Product Types
Covers an extensive range of financial products and advice scenarios.
Annual Review Report
Write shortened review reports to fulfil your obligations as part of your service agreement. What’s more, having created the report it can be cloned and quickly updated the following year.
Multiple Client Types
Write reports for private, corporate and trustee clients, with relevant tax information automatically inserted into the report to reflect the type of client selected and the investment being recommended.
Choose from a range of report currencies including £, Euros and dollars.
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