Automated paraplanning – FF to SR report automated for Mortgage and GI firms

 
  • Robo-paraplanner

  • Suitability report writing software
  • Compliance automation; crm system for IFAS
  • for IFAs, Networks, mortgage brokers and PSD firms
  • Robo data
  • BAT auto paraplanner
  • Commission
  • Splits
  • Reconciliation 
  • Reports

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