Document Templates

Check out our library of templates for financial planners, lawyers, accountants, consultants and much more.

Financial Planning Templates

Statement of Advice Template

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.

Record of Advice Template

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.

Ongoing Service Agreement Template

An Ongoing Service Agreement is used by financial planners to document that a client has 'opted-in' to receiving ongoing financial advice over a defined period of time.

Legal Templates

Non-Disclosure Agreement

A flexible non-disclosure agreement template that can be used in-house legal teams to produce high quality NDAs with consistency and speed.

Letter of Advice

Nod is a document automation platform for professional services. This Letter of Advice template has been built to assist legal practitioners to write clear, concise and consistent Letters of Advice in record time.

Accounting Templates

Small Business Annual Report

A document template to help you transform the data from your small business client's annual accounts into a concise and compelling report that can we shared with the client and their stakeholders.

Appointment of Director Minute

A quick and easy template for minuting the appointment of a new Non-Executive Director for you to use with your business clients.

Accounting File Note Template

A file note framework to help you efficiently record the details of client meetings and conversations.