Paraplanner Technology Tips & Tricks...Paraplanner Technology Tips & Tricks Jonny Stubbs Head of...
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Paraplanner Technology Tips & Tricks
Jonny Stubbs
Head of Paraplanning
at
LIFT-Financial in Altrincham
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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
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Simple productivity boost?
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Assume you’re all using some combination of these?
Investment research Product research Cashflow Report writing
Backoffice
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Don’t forget about provider tools…
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Or just make your own
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Collaboration tools
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Word: Styles
• What are styles?
• Why you should be using them?
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Word: Insert Tricks
• Two quick ways of inserting standard ‘boilerplate’ text:
• Object
• Quick Parts (auto text)
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Word: Formulas in Word
• How to make ‘smart’ tables
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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
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iO Document Designer
Is there another way?
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The Future: Backoffice Integration