Paraplanner Report Writing Tools

Theresa_Dixon · February 2018

Hi all
I have been asked by a paraplanner firm that I work with whether there are any other systems like ParaPlanner Online that you can programme to kick out a suitability report with certain stock paragraphs that isn’t encapsulated in a back office like Iress etc

Does anyone have anything they use that they could recommend?

Jona · February 2018

I've used ATEB before

Theresa_Dixon · February 2018

Thanks Jona

Suse1969 · February 2018

Of the ones we looked at last year, if we were to use one, it's ATEB.

Theresa_Dixon · February 2018

Thanks Suse1969

MikeM · February 2018

I have used a number of these and I believe that Genovo is the clearest and most configurable. Importantly it is updated very quickly indeed when legislation changes and it provides excellent, friendly support. www.genovo.co.uk

richallum · February 2018

We've built our own system but I've also looked at them all for clients. Genovo and ATEB would be on my shortlist.

edevan5 · February 2018

Thanks Mike and Richard for your kind words.

Theresa, I believe all the main players offer a free trial. I'd suggest taking them all for a 'test drive' so you can see for yourself which one works best for you.

If you'd like us to walk you through the Genovo app before you jump in, you can book a one-to-one online demo .

Paraplanner Report Writing Tools

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