In an industry where clarity and compliance are non-negotiable, ABR Paraplanning delivers financial reports that combine analytical depth with regulatory precision. Our bespoke reporting solutions transform complex data into clear, actionable insights—whether for client reviews, investment committees, or regulatory submissions. From performance attribution analysis to tax-efficient strategy summaries, we ensure every document meets the highest standards of accuracy and professionalism.
We understand that different firms require different reporting styles. That’s why we customize our templates to align with your branding, house views, and client communication preferences. Our team works with all major platforms (Morningstar, Bloomberg, CashCalc) to extract and visualize data seamlessly, ensuring consistency across quarterly performance reports, suitability reviews, and ad-hoc portfolio analyses. With ABR, you get more than numbers—you get narratives that reinforce your advisory value.
Every report undergoes rigorous quality checks to ensure full compliance with FCA COBS 9, PROD, and MiFID II transparency rules. We flag potential conflicts, document rationale for recommendations, and maintain audit trails—so your firm is always prepared for scrutiny. Whether you need standardised templates or complex pension transfer reports, we turn time-consuming documentation into a streamlined, worry-free process.
Clear, visually engaging reports that help clients understand portfolio performance and strategy alignment.
FCA-compliant rationale for advice, with risk warnings and cost disclosures integrated naturally.
Automated capital gains calculations, ISA/JISA reporting, and PRIIPs/KID cross-checks.
