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Fundamentally, whether you are providing a Statement of Advice, Record of Advice, a Fee Disclosure Statement or any other document to your client, there are core components of these documents that rely on common data.

Whether it’s your clients personal details, financial circumstances, the services that they are receiving or the strategies that you consistently utilise, there is no longer any need to maintain multiple instances of these core sections of your advice framework. Utilise ‘favourites’ or ‘templates’ and discover the benefits of a software suite that enables efficient personalisation of tailored advice that simply cannot be achieved with static documents.

CCUBE's drag and drop templated financial advice document generation