Comprehensive suitability report solution
Over 100 Product Types
Covers an extensive range of financial products and advice scenarios.
5 Report Types
Purpose-built report types designed to cater for slightly different advice scenarios including a suitability report, fund switch report and a MiFID II-friendly, holistic and client-centric review report.
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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