Truly Scalable Suitability Report Software
Designed for multi-adviser / paraplanner companies of all sizes that wish to work more efficiently as a team and promote consistent advice outcomes throughout their company.
A purpose built enterprise solution for larger financial adviser groups, networks and service providers that can be customised to reflect the branding and advice service of the group as well as the member companies.
Manage your account’s users and assign roles to them with specific privileges.
Learn more about what the different roles allow a user to do within their account
Reader & Writer Users
Caters for paraplanners, compliance officers and advisers who write their own reports or have their reports written for them.
Work more efficiently as a team
The ability to share clients and reports means paraplanners can write reports for advisers – they can even work together on the same report at the same time. The report is then saved to the adviser’s own client library.
Centrally Manage Content
Easily manage the content of your company’s report template for all of your users.
Share your own selectable options, investments and providers with your other account users which not only saves time, but also helps maintain quality and mitigate errors and omissions.
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