Paraplanner Technology Tips & Tricks

Jonny Stubbs

Head of Paraplanning

at

LIFT-Financial in Altrincham

Summary

General

Hardware

Software & web apps

Word

Styles

Insert Tricks

Formulas in Word

Report Writing Software

Templates vs off the shelf

iO Document Designer

Backoffice Integration

Simple productivity boost?

Assume you’re all using some combination of these?

Investment research Product research Cashflow Report writing

Backoffice

Don’t forget about provider tools…

Or just make your own

Collaboration tools

Word: Styles

• What are styles?

• Why you should be using them?

Word: Insert Tricks

• Two quick ways of inserting standard ‘boilerplate’ text:

• Object

• Quick Parts (auto text)

Word: Formulas in Word

• How to make ‘smart’ tables

Word Templates vs Off the Shelf

Word Templates

• Flexible

• Easy to personalise/brand

• Difficult to keep multiple templates up to date

• Familiar for staff to work with

Report Writing Software

• Regularly updated

• Once setup, quick to produce

• Consistent output

• Lack of personalisation/branding

• Additional cost

iO Document Designer

Is there another way?

The Future: Backoffice Integration

Any questions?

thebigtent.paraplannerspowwow.co.uk

jonathan.stubbs@lift-financial.com

@parawhat