Systems / Best Practice
I was hoping for some help in regard to the best system to use for Financial Planning.
We currently use the following:
PPOL - report writing
Morningstar / Defaqto - fund research
Cashcalc - Cashflows
Defaqto Engage - Product research
Select a Pension - Pension switches comparisons
IO - Back office system
We are in the process of perhaps changing things and were looking to find out what paraplanners on the forum prefer and would recommend.
Ideally what I am looking to do is to understand what systems you use for research of products/platforms/funds as well as what system you would use for report writing to ensure reports are compliant etc.
It would be great to have a standard report for the following:
New investments such as pension, gia, is a, onshore bond, offshore bond
Pension withdrawals (TFC and/or taxable income etc)
Protection (income protection, life cover etc)
Does anyone have any recommendations or experiences with different systems that you would be able to share?
Personally, I am used to Voyant for cashflows and SIFA for report templates.
Any help would be greatly appreciated.