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4 articles- For Advisers
How to: Use Xplan with AdviceDocs to generate an SoA
How Xplan practices produce a Statement of Advice with AdviceDocs: export Wealth Solver, Risk Researcher and Xtools+ files, upload them with a paraplanning request, answer a few questions, and review a finished SoA.
Read article - Product update
AdviceDocs gets a new look
A redesigned website and a calmer, simpler app: one question to start a document, a sidebar that keeps your recent work in view, and an editor with more room for the page.
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How AdviceDocs works for financial advisers
AdviceDocs drafts a Statement of Advice, Record of Advice or Portfolio Report in about five minutes from the documents an adviser already has. Here is the full process, end to end.
Read article - For Licensees
How licensees manage their advisers with AdviceDocs
How an AFSL holder brings advice practices onto AdviceDocs with a six-digit join code, sets the starter templates those practices begin from, and opens each practice’s advice documents alongside the research behind them.
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