Personalised

 

We prepare Advice Documents that are personalised, compliance focused, and easy to read. 

 

It's quick and easy to order an Advice Document with SoA Manager.

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SoA Manager is improving the lives of Advisers, Paraplanners and Licensees by increasing visibility in the Advice Document Construction Process increasing Advice Document quality and output while also reducing costs.

Accurate

 

We focus on presenting your recommendations in a clear, concise and accurate manner so that your clients are able to easily understand and identify how your advice can best help them. 

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We take special care to ensure your Statements of Advice are of the highest quality.

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With all your Advice Document Orders stored safely and in once place, it's easy to get a snapshot of how your business is tracking. 

 

Compliant

 

At Quality Para Planning, we are compliance focused.

 

We strive to keep up to date with each licensees individual compliance requirements in order to provide the most accurate documents possible.

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Professional

 

We understand your Advice Documents are a reflection of the professionalism of you and your practice.

 

We utilise advice document process software that makes it easier to be clear on Advice Document workflow.

 

SoA Manager's online Advice Document Workflow Software for Adviser's, Paraplanner's and Licensees gives you work flow visibility so that you can prepare for what's next.