paraplanning online
A smarter suitability report solution for financial advisers

Calculator Features


  • Multiple calculations within an illustration
  • Duplicate an existing calculation to easily adjust for alternative scenarios
  • Graphic charting to visualise results
  • Integrated with PPOL Suitability OR standalone Calculators Only users
  • Client Library
  • Download to Word
  • Add additional options
  • Report Template Editor to customise wording to firm’s requirements
  • Includes firm’s logo, preferred font, colours etc to style illustration

For details of the individual calculators click on the links below:

Cashflow Modelling and Taxation Calculators

Retirement & Pension and Property & Mortgage Calculators

Investment and Loan Calculators