Document automation for busy professionals.

Nod helps financial planners, accountants, and lawyers to save time by automating document creation, compliance and review.

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Create rules that automate document creation.

Nod is proven to reduce document creation times by up to 80%. Our document creation platform automates document editing to reduce manual business tasks.

If you want to empower the people in your business to serve more clients, reducing your document creation times is a great place to start.

Nod's document automation platform makes it easy to create conditional logic to handle any document automation requirement in a simple user interface.

Automatically apply document styling and formatting.

Nod makes it easy to ensure each document reflects well on your brand.

The platform has easy-to-use document styling and formatting settings that you can apply to any of your document templates.

If you change your brand style guide it can be updated across all of your document templates in seconds.

Update document templates in real-time from the cloud.

Nod reduces document template management time by up to 80%.

Financial planners, lawyers and accountants spend thousands of dollars and countless hours managing document templates.

With Nod, compliance experts, document controllers, precedent management teams and template managers can control document template construction and ensure any updates to content are pushed out to all users in real-time.

No double-handling of data.

Nod integrates with other systems using APIs, CSV file upload and our Chrome Extension.

We cover the major systems used by financial planners and are always on the lookout for new systems to connect with.

Click here to read more about our integration with XPLAN.

The team have been sensational in on-boarding our business to the Nod platform and nothing has been too much trouble. We are excited to have partnered with a progressive company that is dedicated to streamlining the advice process!
Brad Blain, Belfast Wealth Management
“Finance Control has been using Nod for the last 6 months to improve efficiencies and manage paraplanning costs. It has allowed our business to focus energy on client engagement and team development by reducing the unnecessary time to edit documents."
Jodie Pyke, Finance Control

Nod has been proven to save firms up to 80% in document editing time.

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