Save up to 80% on your financial planning document editing times with Nod.
Create Statements of Advice, Records of Advice, file notes, ongoing service agreements and other documents for your financial planning practice with ease.
Estimate the value a document automation platform can deliver to your Financial Planning business.
Pre-built document templates for if you're starting a new practice or looking for an upgrade on your existing content. We'll also deliver automatic content updates in response to legislation changes.
A Statement of Advice document framework with a comprehensive library of financial advice strategy text. This template also includes XPLAN-connected data fields for product comparisons, asset allocations and more.
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