Customisable SOA Templates
Your voice, your SOA. Professional templates that sound like you wrote them.
Complete SOA Control
Smart Dynamic Content
Your templates intelligently populate with client-specific data, creating personalised documents without manual entry or copy-paste errors.
Complete Section Control
Customise every part of your SOA from cover to disclaimers. Show or hide sections to match your unique advice process.
Your Brand Voice
Write in your unique style with a professional structure. Defaults provided as a starting point for every section.
Professional Structure, Your Content
Every section of your SOA can be customised to reflect your practice's approach
Opening Sections
Set the tone with your professional introduction, executive summary, and key recommendations - all in your voice.
Analysis & Recommendations
Present fund analysis, risk assessments, and projections using your preferred terminology and emphasis.
Next Steps & Actions
Guide clients through implementation with clear action items and contact information presented your way.
Regulatory Content
Essential disclaimers and regulatory requirements written in your tone to support your compliance needs.
Simple Yet Powerful
Choose Your Sections
Select which sections to include based on your advice process and client needs.
Write Once, Use Forever
Create your templates with smart placeholders that automatically populate for each client.
Professional Every Time
Generate consistent, professional SOAs in seconds while maintaining your unique voice.
Your Content, Protected Data
You control the messaging and structure. Fund data, disclosures, and required documents are sourced from verified sources and attached automatically.
Content & Messaging
Write in your voice with a professional structure
Section Visibility
Show or hide optional sections based on your process
Template Variables
Use dynamic content that auto-populates
Every SOA is backed by a full audit trail. See our compliance approach
Professional SOAs, Your Way
Deliver consistent, professional advice documents that sound like you wrote them
Explore More Features
Smart Adaptive Questionnaire
Dynamic questions that adapt based on age and circumstances. FAPs can customise text, order, and help content to match their …
Under 20-Minute Advice Workflow
From questionnaire to recommendation, SOA generation, digital signature, and portal creation. All in under 20 minutes with real-time email notifications.
Client Lifecycle
Manage relationships, not just transactions. Schedule reviews, archive properly, and maintain complete client history.
Questionnaire Customisation
Customise question wording, add help text, and control question visibility - your brand voice, your way
True Adviser Independence
Choose affiliated or independent relationships per provider. Configure fees for service, enabling truly independent advice.
KiwiSaver Projection Simulator
Interactive projections using sophisticated Monte Carlo analysis with 10,000 scenarios. Shows probability of success with beautiful visualisations.
Fund Research & Comparison
Compare KiwiSaver funds side-by-side. Filter by provider, view fees and returns, and make informed recommendations.
Document Search & Access
Real-time access to PDS, fund updates, and holdings. Advanced search with filters and automatic document syncing from official sources.
Compliance & Governance
Designed to support FMA requirements. Audit trails of all client changes, documented adviser overrides, and records maintained for your regulatory …
Disclosure Management
Centralised disclosure library. Upload documents, link to your website, adviser-level customisation, and client acknowledgment tracking.
Team & Collaboration
Scale your practice without losing control. Multiple advisers, role-based access, and organised client management.
Adviser Assist
Guide clients through questionnaires in person, over video, or by phone.
Invitation Tracking
Send questionnaire invitations and track every step from delivery to completion.
Marketing Tools
Embed lead capture on your website and share personal questionnaire links.
Branding & White-Label
White-label the platform with your logo, colours, and disclosure statement.
Review Scheduling
Schedule periodic reviews and track client lifecycle from onboarding to archive.