Suitability Report Templates

CQplanning

Does anyone have suggestions for some quality suitability report templates? I work in a small firm and we don't really have any which means we start with some pretty awful ones from three-sixty and basically end up totally rewriting them.

I don't really want to try to re-invent the wheel, and I also don't have enough report writing experience to cover a good range of scenarios and make sure we have covered the regulatory requirements (without going overboard and giving the clients pages and pages of report they probably won't read and are even less likely to understand).

Any suggestions are welcome, including good paid-for templates. It might even be an option to work with a free-lance paraplanner to help us build the templates.

Jona

Speak to ATEB - used them in the past - may be just the ticket for a smaller firm.
http://www.atebsuitability.co.uk/

parawhat

I'd second ATEB. Also try: https://www.genovo.co.uk/

They're both very similar and either would suit your needs. Personally, I prefer the user interface of Genovo, but prefer the output of ATEB.

CQplanning

Thanks @Jona and @parawhat. I'll give one of these a trial when I have time next week.
Does anyone know of any where we could buy the templates in MS Word format, allowing us to fully customise the final report ourselves and potentially integrate with our CRM tool, etc?

arongunningham

this might help? https://www.adviser-store.com/product-category/paraplanning-resources/

edevan5

Thanks @parawhat for chucking the Genovo hat in the ring!

@CQplanning both ourselves and ATEB offer free trials. I'd suggest putting both through their paces to see which one works best for you - it would certainly be interesting to hear your thoughts.

Re: customisations, with Genovo you can't "pull it apart and put it back together in a completely different format", but you can customise the entire content from the report title page to the various appendicies. You may also be interested in our imminent integration with iO - this is currently in beta testing and due to go live very shortly.