In short, we provide an Xplan wizard (optional), some s**t hot Xplan templates, and exceptional support resources, all backed by a killer team.
You don't have to recreate the wheel, your templates are sorted, your paraplanner training is sorted, and you can get on with the job of giving more advice.
We let the compliance guys tell us what needs to be communicated, and we even let them check the words, but we sure as hell don't let them write them.
We leverage web-based design and copywriting techniques to make advice easy.
With a team known for rethinking advice, leveraging technology in new ways, and keeping things simple we've brought the right skills to bear on the biggest of problems facing advisers: Statements of Advice.
Say what you will, it's the most powerful tool out there.
No other tool could make advice generation as quick as Xplan, so that's what powers our tool.
We use your existing Xplan site to automate the best possible advice.
In addition to having a design approach that puts the client and simplifying advice first, we'll make it so you can generate a great advice document faster than anywhere else.
It depends. You'll be able to insert whatever you want, rewrite whole sections, and have other sections that you won't be able to edit prior to your Word editing.
Our full price will be $550pm for the first adviser in a practice, plus $220pm for every additional adviser. Establishment to range from $3,300 to $4,400. Right now, we're taking early-adopter pricing, so reach out to lock that in if you're interested. Amounts are inclusive of GST.
While we're taking early adopters, no. After that, it'll be six months.
The team bringing you Simply Advice Documents are also dedicated financial advice consultants at Simply Kaizen consulting and are specialists in making web content simple at Simply Advice Websites. Check them out if you'd like to see more about how to make your business more efficient and look great!
On receipt, we'll call to discuss how we can make giving advice simpler in your business.