A smarter suitability report solution for financial advisers

Video Tutorials

If you are new to the Paraplanning Online Suitability Report writing solution, our video tutorials are a great way to get started. They are best watched in the order they are listed, and it is recommended that you watch all of the videos before attempting to write a report for the first time.

Even as a regular user you may wish to refer to certain video tutorials from time to time to enhance your understanding and ensure you get the most from the PPOL solution.

Tutorial 1 explains how to set up your report template using My Info
Tutorial 2 explains how to include an introduction section within your report
Tutorial 3 explains how to include a review section within your report
Tutorial 4 explains how to include a recommendation section within your report
Tutorial 5 explains how to download your report to Word
Tutorial 6 explains how to make permanent edits to your report using the Template Editor
Tutorial 7 explains how to manage your preferred fund list via My Funds
Tutorial 8 explains how to manage your preferred portfolios via My Portfolios
Tutorial 9 explains how to incorporate your preferred investment strategy within a recommendation section
My Clients Library explains how to use this new feature
Intuitive Wizard explains how to build a report with the wizard
Mortgage Demo explains how to use Mortgage Review & Recommendation sections
Protection Demo explains how to use Protection Review & Recommendation sections
Investment Proposition Demo explains how to use Investment Proposition Recommendation section
PPOLcalcs Getting Started explains how to get started
Download Illustration to Word explains how to download your report
Create Duplicate Scenario explains how to create a duplicate of a scenario
Simple Cashflow Demo explains how to create a simple cashflow model