Why Financial Planners & Advisors are choosing Nod
Nod is fast evolving into a powerful impact growth platform, purpose built to help financial planners and advisors make and manage essential transformations to the way they approach service delivery and business growth.
Rather than taking days, compliant error free documents can be drafted up in a matter of hours, sometimes even minutes; making room for more billable hours. Taking care of compliance, impact reporting, template management and more, Nod keeps business moving.
- Reduce document creation times by 80%. Your average Statement of Advice document can be created in a matter of minutes, not days.
- Expanding automation capabilities with Nod delivers beautiful error-free documents that actually do more: data generated by your documents becomes a measurable metric of the impact of your advice.
- It's document automation for everybody. No fancy coding degree required! Edit our pre-made templates or create your own from scratch to create documents in a fraction of the time with our custom drag-and-drop, code-free editor.
- Centralised management of templates and assets in the content library makes the task of managing compliance a piece of cake, eliminating errors and inconsistencies that detract from client experience.