Designed by AFPC qualified paraplanners the Report Builder helps ensure advisers correctly reflect changes in taxation, legislation and compliance within their reports and recommendations.
Post-RDR, an ‘investment proposition’ option has been added reflecting the Regulator’s expectation for advisory firms to demonstrate a robust centralised investment process.
Keith Richards, distribution and development director, said: “We continue to review solutions that will help advisers work smarter rather than harder to meet regulatory and cost efficiency demands.
“In an ever changing business environment it is important to make the most of what technology has to offer.”
John Delaney, director at PPOL, said: “We welcome this endorsement from Tenet and we will be striving to ensure their members get the most benefit from our solution.”
