Comprehensive suitability report solution
Over 100 Product Types
Covers an extensive range of financial products and advice scenarios.
MiFID II-friendly Review Report
Write holistic client-centric review reports that help you to demonstrate the value of your service and fulfil the requirements for regular reporting under MiFID II.. 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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