Paraplanner Technology Tips & Tricks...Paraplanner Technology Tips & Tricks Jonny Stubbs Head of...
Transcript of Paraplanner Technology Tips & Tricks...Paraplanner Technology Tips & Tricks Jonny Stubbs Head of...
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