Document Templates

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.

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.

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.

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.