Paradigm IT - What's in it for you?

• Morningstar
• Aequos Engage
• Paraplanning Online
• Preferred Wrap Providers
• Back Office
• Paperless Office Software
• 1st Software Discounts

Morningstar

Morningstar® Adviser Workstation

Morningstar® Adviser Workstation Office Edition (AWS) is a multiple award-winning, powerful software solution for financial advisers with a suite of tools and data sets that easily integrate into any practice. Adviser Workstation allows you to consolidate client data from multiple platforms and build a robust, repeatable and independent investment process. Built to support and optimise critical tasks such as client risk assessment, fund research, portfolio management, and client reporting — Adviser Workstation is a tool that can revolutionise your practice.

Whole-of-Market Investment Data

Assess Risk using the RTQ

Asset Allocation from Ibbotson Consulting

Model Portfolios from OBSR

Client Winning Proposals

Compare Current and Proposed Portfolios

Automate Client Reporting

Set Alerts for Investments and Portfolios

Client Web Portal

Talks to Platforms

Free Training and Dedicated Client Support Team

Morningstar Adviser Workstation Product Fact Sheet
Morningstar & OBSR Investment Advice Workflow
Download Application Form

FREE Back Office System

• Web Based System
• Accessible Anywhere, Anytime
• Unlimited Licenses
• Enables you to add client details
• Keep up to date with your diary
• Event List
• Task Management
• Client Activity
• Fact Finds
• Document Storage
• Policy Data
• Commission Data
• Business Register
• Data Interrogation
• Specialist Review Date Reporting

Aequos Engage

• Simpler to use
• Real time Data
• Whole of Market Research
• Full Product Research
• Full Product Brochures
• Fund Research
• Fund Fact sheets, showing Asset Allocation, Performance.
• Audit Trail Reports
• Reports and Graphs

Built on the latest technology, the system is updated daily with real-time data. It can also be used offline so you can conduct a product search anywhere – from home or with a client.

Benefits

• Aequos Engage users are able to research and compare products, funds and fund performance all at the same time.
• Real time access to up to date information
• Internet interface allows access anywhere 24/7
• Breadth and depth of data means you are always fully informed
• Advanced series of tools to search, analyse and export data to other applications
• Wide range of reporting outputs and sophisticated graphing options
• DNA benchmarking enables speedier analysis and selection
• Detailed reporting and audit trail supports quality control and compliance

Paraplanning Online

• Helps you prepare comprehensive Compliance Reports
• Gives you the ability to create your own compliance letters, use predefined templates and create, save your own templates
• Provides effective, compliant and technically accurate letters
• Tax Briefs will also include the mortgage model free as part of our package
• Tax Briefs also provide an online tour and help file to get you started, and you will have access to support from their helpdesk team to resolve any difficulties
• The online version has/offers a range of new features, including:
• New interface design Secure server to store reports
• Enhanced search facility
• Individual password-protected accounts Templates organised by subject
• Revised help file

Preferred Wrap Providers

Our preferred Wrap providers are Elevate and Paradigm Wrap from Nucleus. Further information is available on the Wrap page.

1st Software Discounts

 

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