A logical step-by-step process quickly guides you through the building of a report, and ensures you provide the how and why required of a compliant suitability report through the selection of personalised and relevant advice options & reasons from pre-loaded lists.
Automatic Content Generation
A professionally presented report is automatically created to reflect the advice options & reasons selected, which can be downloaded and edited as a standard Word document with none of the tedious formatting issues frequently experienced by users of other report generators.
Preloaded Report Themes
A range of professional and eye-catching report styles e.g. fonts, colours etc that you can select with a single click.
Preloaded Attitude to Risk Profiles
Select a set of pre-loaded risk profiles and capacity for loss descriptions from a range of popular risk profiling tools and networks / service providers.
The ability to add, clone and share client, provider and investment information means:
- There is no need to re-key data.
- This information can be easily added to reports with a single click.
- Consistency can be maintained across your company.
- Each user isn’t wasting valuable time having to “reinvent the wheel”.
Re-use Custom Content
Easily add, share, manage and re-use your own custom report content.
The ability to clone reports for the same or a different client will save you heaps of time with your annual reviews or where a similar recommendation is being made to a number of different clients e.g. end of tax year ISA.
Clone Investments & Investment Strategies
The option to clone investments and investment strategies means you can add portfolios to your investment library and recommend a change of investment strategy in no time at all.
Shortcuts & Quick Adds
Copy down charges from one plan to another, and quick add providers or advice options & reasons to your library with a single click.
Easily configure your account so some of the advice reasons within a step are already selected.
A navigation bar and breadcrumbs helps get you where you want to be quickly.
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