Financial planning tools used by Para-Pal
Para-Pal uses a range of established financial planning and paraplanning tools to support research, modelling and case preparation. These platforms help ensure work is structured, practical and aligned with common adviser workflows.
If you are exploring outsourced paraplanning support for financial advisers, understanding the tools behind the process can provide additional reassurance around quality, consistency and technical capability.
Voyant
Voyant is a widely used financial planning and cashflow modelling platform. It helps advisers and paraplanners model scenarios, test assumptions and support long-term planning conversations.
Visit VoyantFE Analytics
FE Analytics provides fund research, portfolio analysis and performance comparison tools. It supports investment analysis and helps advisers assess fund and portfolio options more effectively.
Visit FE AnalyticsDefaqto
Defaqto is used across the financial services industry for product research and comparisons. It supports due diligence and helps advisers review product options in a structured way.
Visit DefaqtoDynamic Planner
Dynamic Planner is a financial planning and risk profiling platform used to support suitability, risk alignment and portfolio planning within adviser workflows.
Visit Dynamic PlannerMorningstar
Morningstar provides investment research, market data and fund analysis used throughout the industry. It supports more informed investment research and portfolio review work.
Visit Morningstarintelliflo office
intelliflo office is a widely used back-office system that supports client management, workflow tracking and adviser processes across many financial planning firms.
Visit intellifloSelectapension
Selectapension is widely used by financial advisers for pension planning analysis, supporting calculations around pension contributions, retirement income planning and pension allowances.
Visit Selectapension →EV Pro Risk Profiler
EV Pro Risk Profiler helps advisers assess client attitudes to investment risk and capacity for loss, providing structured risk profiling to support investment recommendations.
Visit EV Pro →Adviser Asset
Adviser Asset provides due diligence, product comparisons and platform research tools used by financial advisers when reviewing investment solutions and provider options.
Visit Adviser Asset →Trusted platforms support a dependable process
Using recognised industry tools helps Para-Pal support advisers with structured research, technical preparation and practical case support. It also helps work fit more naturally into established adviser processes.
Learn more about outsourced paraplanning support and how Para-Pal helps advisers manage capacity more effectively.