AdviserLogic Base SoA Strategies
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Creating a custom Statement of Advice (SoA) can be time-consuming. We're doing the hard work for you, with our base templates, so you can spend more time working with your clients.
We provide a base AdviserLogic SoA template. This base template can be configured with your branding, or used as the basis for a more bespoke custom template.
While you and your licensee remain responsible for your SoAs, our goal is to ensure we're providing you the best possible starting point.
Strategies Included In AdviserLogic Base SoA
We are continuously updating our base template and only the selected strategies appear in the output. Check back here for the latest updates. For details on other advice templates, please contact support or your licensee.
Insurance & Other Strategies