Client-facing output
Client Reports and Presentations for Equity Release Advisers
Produce client-facing documents your compliance function will recognise: sourced, dated and branded to your firm.
Built from your research
Pull the products, projections and jurisdiction notes you have researched straight into a document, with the source and verification date of each figure carried through.
Your brand, your wording
Firm name, contact details and regulatory wording are applied throughout; exports are PDF and editable Word.
Presentation ready
Generate client and internal presentations from the same material for review meetings and team training.
Frequently asked
Does the report include a recommendation?
No. Reports present factual and illustrative material only; the recommendation and suitability assessment are the adviser's.
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Equity Fountain Directory
Find Equity Release Providers, Advisers and Products
Results show verified records that match the criteria you select. Equity Fountain does not rank, recommend or endorse any firm, adviser or product.
Information and software, not advice. Equity Fountain is not authorised or regulated by the Financial Conduct Authority and does not provide regulated financial, mortgage, equity-release, tax, legal or probate advice. It provides research tools, factual market information, modelling and educational resources for professional users. The subscribing adviser remains responsible for verification, suitability and client advice. Provider documentation takes precedence over anything shown here.