Paraplanner
Powered by more than 45,000 algorithms, Emeraude transforms connected client data into analysis, scenarios, decisions and recommendations, giving paraplanners a faster and more intelligent way to build advice.
Complete Analysis
Start analysis for advice documents with comprehensive client information, meeting records and derived calculations already brought together. See a summarised view of the current position across every advice area, helping paraplanners identify what matters, what requires further analysis and where potential strategies exist.
Current Position & Comparisons
Bring existing products, investments and structures into the analysis, with key features, costs, allocations and outcomes summarised to identify what should be retained, altered or reviewed. Where change is required, compare the current position side by side with suitable alternatives using clear calculations and graphical comparisons.
Modelling & Decisions
Build scenarios for each advice area separately or model the client’s position holistically. Compare alternatives side by side, see how each decision changes projected outcomes and, once a preferred position is reached, add the decision and supporting insight directly to the file notes at the press of a button.
Strategy Development
Turn analysis, modelling and decisions into detailed recommendations through a simple step-by-step process. Build platform and strategy recommendations around the client’s goals and circumstances, using clear client-centred language while creating the instructions needed for implementation.
Advice Preparation
Carry the completed analysis, decisions, insights and recommendations directly into the SOA or ROA without rebuilding the advice. Emeraude maintains the connection from analysis through to the final recommendation, helping paraplanners produce advice that is easier for clients to understand, advisers to review and Customer Service teams to implement.