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.Learn More
A Record of Advice document framework plus a comprehensive library of financial advice strategy pages and summaries. This template also includes XPLAN-connected data fields for product comparison, fees and asset allocations.Learn More
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!
“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."