# Paraplanning Online Ltd

Paraplanning Online Ltd is a UK-based software and services provider specialising in financial planning administration and support. Located in Oswestry, the company serves financial advisers and advisory firms of all sizes, from solo practitioners to large networks and groups.

The business offers a comprehensive suite of paraplanning tools designed to streamline the creation of financial planning documents. Their flagship product, the Suitability Report Builder, enables advisers to generate professional client reports efficiently. The platform covers diverse financial planning scenarios including periodic reviews, fact finds, protection and benefits analysis, drawdown calculations, retirement income planning, cash flow modelling and financial calculations.

What distinguishes Paraplanning Online is their tiered account structure accommodating different business models. Individual users gain access to core tools, company accounts provide controlled multi-user solutions with administrative oversight, and group or network accounts manage multiple firms from a centralised platform. This flexibility allows practices to scale their paraplanning capabilities without overhauling their entire workflow.

Beyond software, the company provides outsourced paraplanning services, allowing firms to delegate document preparation entirely. They also offer PPOLcalcs, a dedicated calculation tool, and integrations with existing advisory software systems. Comprehensive support includes video tutorials, technical help and detailed system specifications to ensure seamless implementation and ongoing use.