PowerPlanner is a technology-driven, streamlined and reliable suitability report writing service that delivers consistently quick turnaround times and dependable high standards.
Unlike any other outsourced paraplanning service, our investment in specialist information technology enables us to outperform the competition in the following key areas:
Reliably Fast Delivery
Reports consistently completed in under 5 working days.
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Reliably Fast Delivery
The average turnaround time is 2.13 working days for a completed suitability report.
Measured over the last 12 months, this covers the time taken from the point of submission to the report being returned, and also accounts for any data gathering done by us on your behalf.
Furthermore, 96.9% of cases are returned within 5 working days, and 98.3% within 10 working days. This unparalleled level of reliability means you can manage your clients' expectations with confidence, safe in the knowledge that your report will be delivered in a timely manner.
Control & Cost Efficiency
Our average price per report is just £169.
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Control & Cost Efficiency
Our highly-optimised, systematic approach to plan analysis and report writing means we can keep costs down without compromising quality or speed of delivery. As a result, our average cost per report is just £169.
We can even predict the price for any given case up front if you need it, so you can have complete control over your costs and avoid the uncertainty that comes with the hourly-rate-based charging structures that are so prevalent in our industry.
Analytics & Visibility
Benefit from a holistic view of your paraplanning backlog.
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Analytics & Visibility
Our online adviser portal gives you an instant overview of your paraplanning backlog, including expected due dates and case status updates.
By making case submissions through this portal, you benefit from encrypted data transfer, easy case management and better auditing. We also have Intelliflo Office integration - all at no extra cost! You can even customise the submission portal to ensure that you capture all the information you need to adhere to your firm's compliance processes.
Dependable Quality
Using PowerPlanner means de-risking your business.
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Dependable Quality
Using PowerPlanner means de-risking your business. With our purpose-built information technology solutions, your reports will benefit from data validation and automatic evaluation for complex areas of plan analysis, such as pension guarantee evaluation.
Our suitability report generation software intelligently analyses the plan details and recommendations to ensure that your suitability reports always contain the relevant information and appropriate risk warnings, so you can be assured of the quality of reports and suitability of the advice, time after time.
We can work with you to establish a pattern of working that suits your particular situation, while continuing to employ our systematic, tried-and-tested methods to achieve the best results. The report writing software we use is completely bespoke and can be fine tuned to suit your preferences and customised to match your branding.
With PowerPlanner you can have the peace of mind that no other paraplanning service can give you. You can be confident that paraplanning is always performed in an organised manner, with all required information gathered, verified and evaluated accurately to ensure the best-informed advice decisions are made for each case.
Interested to Know More?
Please see the Why Use Us? page for more details about PowerPlanner's service and how we could add paraplanning efficiency in your business, or Contact Us to discuss how we can help you get started using the service.