Tenet Teams Up with PPOL
Paraplanning Online has been selected by Tenet as the suitability report writing software of choice. PPOL are happy to discuss and illustrate what the software can do for you and your company but as a quick snapshot the following illustrates some of the key processes and functionality offered.
- To test drive PPOL and create a straight forward pension report click here
PPOL have created Video Tutorials to illustrate how to use PPOL, the most relevant are accessible by the following links:
- How to create an Introduction section here
- How to create an Investment Review section here
- How to create an Investment Recommendation section here
PPOL provides unique functionality that enables you or your company to tailor the reports content via what we call the Template Editor. This ensures your license can be specifically tailored reflecting your specific requirements. The Template Editor functionality cannot be viewed via the Test Drive function so to see how this works click on the link below:
- How to control the Template Editor here
Other important links:
- Download our Fact Sheet with key features here
- Access our Quick Reference Guide to see what is covered here
PPOL provides an option for larger companies who require multiple users - the functionality provides control and consistency of advice.
- Learn about the extra benefits of a Company Account here
Visit our website at www.ppol.co.uk for full information.
Or call us on 01888 411188 for further details or to arrange a presentation.