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 Board

2 years 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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Index users are cutting SOA production in half

According to the latest Advisely Index figures, Advisely members are nearly twice as fast at producing complex client SOAs compared to our 2023 industry benchmark. How do you match up?

Advisely-Team Efficiency

The myth of the mammoth SOA

If the length of your SOA often puts ASIC's own guidance to shame, maybe regulation isn't the issue here.

nathan.fradley Efficiency

Streamlining the production of SOAs

🤓Xplan Hint: DBFO consent comes to Xplan Risk Researcher

Enhanced fact find

Want to know exactly what your client has updated in their digital fact find? Now you can!

🤓 Xplan Hint: Client Hub - your one-stop-shop for client activity

Index users are cutting SOA production in half

The myth of the mammoth SOA