paraplanning online
 
A smarter suitability report solution for financial advisers

About Us

PPOL is used by over 1000 companies across the UK. Our customer base includes directly regulated companies as well as members from networks and service providers.

With experience of both paraplannning and advising, the PPOL team brings together a range of complementary skills and disciplines. Having provided suitability report writing software since 2008 we researched the cashflow modelling market and talked to our many clients, although there are very good systems on the market there was nothing that provided the ability to create cashflow illustrations quickly but at the same time offer full customisation functionality and also enhanced flexibility for the different levels of client.

Having provided paraplanning services to a broad range of advisers for more than a decade, we are ideally positioned within the marketplace to observe and react to industry trends and regulatory directives. Our offering is very easy to use, offers great value and is extremely powerful.

We take security and the protection of our clients' data very seriously. A copy of our Security Policy can be found below.

DownloadDateDocument TitleFile Type
Download PPOL Security Policy 12/07/2012 PPOL Security Policy Adobe PDF