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Suitability Report Writing Software

SimonJamesSimonJames Member
in Technology & IT

Hello
I've joined an advisory practice as "technical paraplanner", working with: 1 adviser/principal, another paraplanner, a client relationship/practice manager and an administrator. I've been tasked with researching SUITABILITY REPORT WRITING SOFTWARE. I used GENOVO in my previous employment, and the team at that practice has recently signed up with ADVISORY AI.
For advisers / paraplanners using such services, please say what you're using and how good or otherwise it is.
Thanks in advance
Simon

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