Client Reports and Online Paraplanning
One of the biggest issues is the need to ensure a quality advisory process whilst at the same time controlling costs and maximising client time. Advisers recognise that to differentiate themselves from other channels, including high street operators, it’s the professional quality of their advice that really counts. In this, as in many other aspects, advisers are looking at which elements of the process to carry out entirely in house and when to bring in specialist services.
The distinction between advice and paraplanning is an important one which allows many advisers to deal with more clients, more effectively whilst the client planning and report writing service is carried out by a paraplanning service. Of course many businesses employ their own in house paraplanning team.
Others look elsewhere for this service and at Adviser Home we are keen to put together the right partnership arrangement to suit the needs of both adviser firms and individual operators.
Adviser Home has partnered with a market leader in paraplanning services – Paraplanning Online Ltd. Through Adviser Home you can enjoy discounted access to their services – both full paraplanning and the Suitability Software.
Suitability Report Writing Software
For both services, if you are registered with Adviser Home you benefit from valuable discounts.
Pay-as-you-go Paraplanning service
Paraplanning Online's paraplanning service is provided on a “pay as you go” basis which means you are free to use the service as and when you require according to your individual requirements and business cycle.
Suitability reports written by industry experts
A team of expert paraplanners is on hand to fully understand your requirements and offer a friendly efficient service tailored to meet your individual needs.
Speed up business processing
By outsourcing research and report writing requirements to a professional freelance paraplanning service, you will soon be able to streamline business processing and be able to spend more time serving your clients and increasing profitability.
Minimise employment costs and risk
Outsourced Paraplanning is an effective way of obtaining paraplanning and administrative support without the expense or commitment of a full time member of staff. The service you can expect from Paraplanning Online is comparable to the service you would expect to receive from the in-house team of a large company, but at a fraction of the cost.
Spend more time with clients
Concentrating your efforts on acquiring new clients and offering the best possible service to existing clients is becoming ever more important to sustain a healthy business and stay ahead of the competition.
Suitability Report Building Software - A smarter suitability report builder
Paraplanning Online provide the most advanced, yet easy to use, web-based suitability report writing solution on the market today. PPOL uses ‘wizard’ technology that guides the user through an intelligent question and answer session that results in a compliant and professionally formatted suitability report. In addition, PPOL’s unique Report Template Editor enables the content of the suitability reports to be further tailored to suit their own in-house style of advising and individual preferences.
Write professional suitability reports in minutes not hours!
After watching just a couple of our online tutorial videos advisers will be able to create professionally formatted and TCF ‘friendly’ suitability reports in a matter of minutes.
Take the worry out of compliance
The PPOL technical team prides itself on ensuring that the suitability report writing solution is kept up-to-date in a timely fashion to reflect changes in taxation, legislation and compliance directives. A library of all updates and upgrades that have been applied to the PPOL suitability report solution since its release can be found under the section of the PPOL website.
Streamline Your Compliance Process
The Paraplanning Online Company Account allows the content of the reports to be managed by a centralised compliance (or similar) function. Company specific wording reflecting your in-house preferences and style of advising can be easily inserted and distributed to your advisers using the unique Report Template Editor and “Add Additional Option” functionality.
It is also possible to centrally manage and distribute favourite funds and model portfolios to the advisers under the Company Account for easy inclusion within their reports, thereby saving time and the need to re-key data.
Eliminate needless re-keying of data in suitability reports
PPOL’s ability to save details of favourite funds and model portfolios for easy inclusion within reports saves advisers valuable time and reduces needless re-keying of data.
To speak to PPOL please call the following numbers making sure you advise you are an Adviser Home member. 01888 411188