Comprehensive solution
Write suitability reports or MiFID II compliant review reports for private, corporate and trust clients covering an extensive range of financial products and advice scenarios.
Different roles and user types
Set up the users within the account to reflect the different job roles you’d expect to find within the typical financial planning company e.g. admin staff, paraplanners, advisers and compliance functions.
Extensive range of advice scenarios
A multi-product, multi section, modular report builder allows reports to be written covering an almost endless range of advice scenarios.
Over 100 product types
Covers an extensive range of financial products and advice scenarios.
5 report types
Purpose-built report types designed to cater for slightly different advice scenarios including a new recommendation suitability report, fund switch report and a MiFID II compliant holistic and client-centric review report.
Multiple client types
Write reports for private, corporate and trust clients, with relevant tax information automatically inserted into the report to reflect the type of client selected and the investment being recommended.
Multi-currency
Choose from a range of report currencies including £, € and $
Continue the tour