Company Account

The controlled solution for multiple users within an advisory practice

A Company Account is designed for use by several users within a single practice. A single master user has access to all the customisation features to tailor the account to the practice’s requirements which then apply to the ordinary users thus ensuring all reports are consistent with those requirements. Available from £100 per month for two users (+VAT).

Facilities

• Online access to Intelligent Wizard Technology ensuring an easy step by step approach to creating a compliant suitability report
  See tutorial video »
• Provides your company with compliance control via a master user who maintains overall control over the wizard options available to all additional users and more importantly compliance control over the report contents. This ensures your company’s specific requirements can be reflected throughout all reports, whoever and wherever the user, ensuring consistency of approach to the suitability report process
• Provides the ability to compose unlimited suitability reports across a comprehensive spectrum of financial planning scenarios
  See Quick Reference Guide »
• Allows creation of multiple reviews and multiple recommendations in a report without duplication of wording.
• Professional compliant suitability reports are created quickly and efficiently helping to justify Adviser Fees
• Complies with the FCA’s Principles, general guidance notes and their Suitability Report Factsheet »
• Reflects COBS 9.4 suitability report requirements
• Enables rapid production of a report reviewing your client’s Investment Proposition ensuring justification of on-going adviser fees

Features