Time saving
Packed full of time-saving features that allow highly personalised reports to be created in a fraction of the time it takes when using more traditional methods like Word templates.
Integrations
Integrations with leading industry software help to speed up the report building process and removes the need to re-key data.
Centrally managed content libraries
Add client, provider, investment and risk profiling information into a report with a couple of clicks.
Advice options
Easily add the ‘how and why’ required of a compliant suitability report by selecting options from curated lists, and edit them to help further personalise your reports.
Modular report builder
Make multiple recommendations in one report, covering an almost infinite amount of advice scenarios, without the time-consuming issues typically associated with merging multiple Word report templates.
Automatic content generation
A professionally presented and highly personalised report is automatically generated as a result of the content added and options selected.
Auto calculated plan charges
On entering a percentage charge, the equivalent monetary charge is auto calculated to satisfy MiFID II charges disclosure.
Recycle content and reports
The ability to clone investment strategies, charging structures and reports helps to further speed up the report building process.
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