Industry

Nod for Financial Planners & Advisers

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Who wouldn't want to slash document creation time by 80%?

There are no prizes for guessing the most important asset of a financial planning firm... Its people and their expertise... The impact of their work? It's life-changing for their clients; And it's the entire foundation of the firm. But with the average Statement of Advice taking about 8-10 hours to produce, client capacity is hugely restricted. No wonder the whole industry has been suffering; arduous documents and inefficient processes are a match made in hell.

In Good Company

Why Financial Planners & Advisors are choosing Nod

(maybe yours soon too!)
B.N (Before Nod) our financial planning customers were stubbornly bogged down performing repetitive manual tasks better handled by good technology. Sinking thousands of dollars into operational redundancies is nobody's idea of a good time.

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.

  We ♡ our customers 

Here's what they have to say....

Finance Control has been using Nod for the last 12 months to improve efficiencies & manage costs. It's allowed us to focus energy on client engagement & team development by reducing document creation time which had been increasing exponentially. Using Nod, we can easily modify templates as our industry changes -  and have those changes instantly & consistently reflected in every document going forward.
Jodie Pyke
General Manager, Finance Control
The team at Nod have been sensational in on-boarding our business to the Nod platform. 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

Statement of Advice Template

Perfect for licensees, self-licensed financial planning practices and new financial planning businesses, this Statement of Advice template follows the structure of a standard Statement of Advice document and includes a library of financial text updated regularly in accordance with industry regulations.

This popular template is a great alternative to starting a Statement of Advice template from scratch.
+ Learn more about this Statement of Advice Template →

Record of Advice Template

This Record of Advice (ROA) template is ideal for licensees, self-licensed financial planning practices and new financial planning businesses looking to skip the process of building a new Record of Advice template from scratch.

A managed library of relevant text is included,  containing snippets of strategy content suitable for delivery in a standard Record of Advice.
+ Learn more about this Template
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