The comprehensive solution for a single user
An Individual Account is designed for use by a single adviser practice – however it offers the complete range of PPOL features and facilities ensuring that even the smaller firm can fully benefit at just £60 per month (+VAT).
Benefits
- Online access to Intelligent Wizard Technology ensuring an easy step by step approach to creating a compliant suitability report
See tutorial video »
- 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
Client Library
- Manage the personal and financial information included within a client’s report
- Integrated with reports automating the updating of client’s current situation
- Store unlimited clients and reports
- Automatically save created reports against the client enabling retrieval at any time
Report Style
- Choose from one of PPOL’s many report Styles to ensure the look and feel of your suitability reports reflect your house style and company branding
Customise Answers
- Create additional answers to wizard questions & keep for your future use
Attitude to Risk
- Select from a wide range of pre-defined Attitude to Risk definitions or create and tailor your own
Investment Library
- Manage the investment-related information included within your reports
- Store unlimited investment funds and portfolios
- Utilise PPOL’s investment partners fund information feeds where fund & portfolio related information is updated automatically for you with the inclusion of Fund Facts Sheet
Report Template Editor
- Tailor your report template so that the wording you want appears in every report
- Edit your report template with an intuitive and easy-to-use editor
- Add new wording, hide or edit existing wording ensuring the wording reflects your personal requirements
- Compare your wording with the PPOL standard wording
Graphics
- Add graphics into your report enhancing professionalism and media focus