SELECTAPENSION reports are now available in a Word compatible format.
The change was introduced in the latest technical release and means that users can easily add their own explanations or commentary to their client reports should they wish. The system continues to store pdf versions of any report for compliance purposes.
Gary Hollands, Technical Manager says “It seems sensible to produce our reports in a format that can be edited so an adviser can add any additional information or expand on certain aspects for a particular client need.”
Please note this option is available free of charge on standard licences only.