A computer monitor displaying a financial advice platform interface with a section labeled 'Advice Outline.' It includes entities, scope of advice, date of advice, and scope limitation details with check marks and warning icons. The interface has a top navigation bar with dashboard, plans, and clients tabs.

The most streamlined advice generation ever.

Boost your paraplanning productivity with our all-in-one solution. Create, edit, and share advice documents, presentations, and supporting materials seamlessly.

Directly import Risk Researcher, WealthSolver and Xtools+ modelling

  • Import all research and financial modelling data directly from Iress Xplan

  • Customise financial modelling tables and charts effortlessly for your plan

  • Engage clients with interactive tables and charts in your digital presentations

Financial software interface displaying a projections table with dates, cashflow, and net assets on one screen, and a chart showing regular income analysis with red and teal bars on another screen.

Link and share advice documents and explainer videos with ease & security

  • Upload and securely share supporting documents and the final advice document with the client.

  • Create an immersive advice experience with embedded multimedia content.

  • Embed supporting documents, fact sheets and videos within the digital advice presentation to enhance the advice experience.

Screenshot of a financial planning software interface with tabs for areas like scope, strategy, and videos. Contains sections for supporting documents and video details, featuring a video titled 'Why Super?' and options for strategy templates.

Intuitive Advice Authoring

  • Effortlessly create and edit advice documents with our intuitive web interface

  • Impress clients with fully branded, modern SoA and RoA templates

  • Access comprehensive strategy and product libraries instantly

Screenshot of strategic planning software interface with tabs and advice section.

Extensive Advice Strategies at Your Fingertips

  • Regularly updated advice strategy and product libraries across 9 strategy topics and 130+ strategies are included in the platform.

  • Create and manage your own strategies and easily maintain them across your entire practice and licensee.

Financial planning software interface showing strategy planning with dropdown menus for advice areas such as investment, estate planning, and retirement income.

Interactive Walkthrough

Give Plan Authoring a try

Document Sample

Review a Sample Advice Document Output