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Questions?

What happens after the 14-day trial?

After your trial ends, choose a plan to continue using Paraplanr. Your data and configuration are preserved — just pick the plan that suits your firm.

Will it work with our back-office system?

Paraplanr integrates with Intelliflo. Xplan and other platforms are on our roadmap. Let us know what you use and we'll prioritise it.

Is Paraplanr regulated?

Paraplanr is a paraplanning productivity tool — it does not provide regulated financial advice. It is built to FCA standards and is fully GDPR-compliant.

What about data security?

All data is encrypted in transit and at rest. We use UK-based servers, undergo regular security audits, and comply with all applicable financial data regulations.

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