Content libraries
Libraries containing regularly used core content that can be added into a report with a couple of clicks, saving the need to rekey this information and helping to further speed up the report building process.
Investment library
Save and manage information about the investments that you frequently recommend to your clients, whether this is a fund, DFM / DIM or full-blown Centralised Investment Proposition.
Provider Library
A centrally managed library of over 100 popular insurance companies, investment houses, platforms and wraps which is regularly updated for you.
Client & report library
Save core client information to the adviser’s client library and control which users can view, edit and write reports to the clients of each adviser.
Attitude to risk profiles library
Preloaded with the risk profiles of a number of popular risk profiling tools to use in your reports, and these are regularly updated for you.
Advice options & reasons library
Manage and customise the selectable options displayed within the steps of the various wizard sections found within the Report Builder.
Add and share custom library items
Add your own custom investments, providers, risk profiles and advice options to reflect your own preferences and advice service, and share them with the team.
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