Forum Discussion

Advisely Team

2 years ago

Streamlining the production of SOAs

I really enjoyed reading this piece on "Is the SOA worth the piece of paper it is written on" - and would love to know what tools & tactics other advisers use to help streamline the production of SOA...

advice production

deborah.kent

Advisely Index Top 10

11 months ago

We have a great outsourced Paraplanner that we work with this process does streamline our production of advice documents and I agree Anne let them do their job to make ours easier

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Forum Discussion

Streamlining the production of SOAs

Index users are cutting SOA production in half

Is the SOA worth the paper it’s written on?

Pension phase modelling in Xtools+

AMA: I'm Jess Lamb, Xplan expert and Director at Practice Dynamix, Ask Me Anything!