Personalised

 

We prepare Advice Documents that are personalised, compliant 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

 

All plans are self-checked and rechecked by a Lead Paraplanner before being returned to your office.

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Our quality control system tests for accuracy in regards to modeling as well as the written document.

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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

 

We work closely with Licensee’s to ensure your Advice Documents meet their strict compliance standards. 

 

We are notified at the same time as you are when changes to these standards occur. This gives you a high level of confidence that your SoA’s will pass the most rigorous compliance audit.

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You can also invite your office staff, external paraplanners and licensee into SoA Manager so they'll ensure you meet client and compliance obligations.

Professional

 

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

 

We take special care to ensure the plan looks like the important document it is.

 

Advice Document process software that makes it easier to get 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.