SoAs should be clear, personalised and defensible. We deliver advice documents aligned to your style, templates and licensee requirements — with compliance-first QA before delivery
RoAs should be concise, client-friendly and defensible. We deliver RoA documents aligned to your style, templates and licensee requirements — with compliance-first QA before delivery.
Strategy research and modelling should be clear, structured and decision-ready. We deliver adviser-ready analysis aligned to your approach and licensee requirements.
Product comparisons should be balanced, transparent and easy to follow. We deliver structured comparison support aligned to your advice framework and licensee requirements.
Advice processes should be efficient, consistent and scalable. We help you refine workflows across CSM, advisers and paraplanners — with practical, compliance-aware improvements built around the way your business runs.
Precision, without the cookie-cutter feel
Personalised drafting: Every client’s situation is different — your documents should read that way.
Compliance-first mindset: We build with audit-readiness in mind and apply in-depth QA before delivery.
Reliable turnaround: Clear timelines and structured inputs to keep advice delivery predictable.
Collaborative when it matters: We work with you on strategy and wording to improve client outcomes.
XPLAN specialist: XPLAN experience, with exposure across major platforms and insurers.
Book a call to understand your needs, preferences and expected volume
Onboarding + secure access for submitting advice requests and supporting documents
Submit plan requests with required inputs
Document generation + QA (compliance-focused review before delivery)
Quarterly check-ins to keep everything running smoothly and refine the workflow
Turnaround times you can plan around
SoAs: 7 business days
RoAs: 5 business days
Research/modelling papers: 3 business days
Urgent work: 2 business days (+30%)
