Including standardised advice in reports

We do not offer standardised advice in our reports because we like to leave the advice to the adviser. We have a diverse community of subscribers ranging from IFAs and wealth managers to financial firms, investment bankers, accountancies and solicitors. All offer very different strategies to their clients. We therefore focus on the software (what we do best) and leave the client facing advice to you. We do not sell a method.

With this said, we offer Word format reports, which can be used to insert any advice you like. Notes can also be used for this purpose.