Beautiful SOAs and Digital Presentations using your XPLAN
Our mission: Empower financial advisers and paraplanners to efficiently create visually impactful advice. We provide an all-in-one cloud platform offering a next-generation authoring process, technical strategy library, deep research and modelling integrations and digital client presentation. It’s been the missing link in advice technology.
Advice generation for innovative advice firms.
Replace your XPLAN wizards and templates
Advice Designer comes out of the box with a comprehensive advice template, strategy and product library. Our users can easily configure their own branding, imagery and colours.
Your paraplanners will be delighted.
Stunning Digital SOA/ROA Presentations
Advice Designer brings human-led digital advice to life. Create, share, and present advice quickly and securely. Our interactive digital presentations elevate your client experience with dynamic projections, key attachments, and engaging videos.
Powerful Integrations with your existing tech
Advice Designer works seamlessly with XPLAN to streamline data, research, modelling, and client collaboration.
Digital Presentations that your clients will love.
Create engaging, simple and secure digital presentations No more PowerPoint hassles - build dynamic content alongside your advice document in one seamless process
Best in class advice generation.
Modernise your advice process. Cut hours off research, modelling, and document preparation. Our streamlined workflow replaces clunky wizards, freeing you to focus on what matters most - your clients.