Skip to main content

Digital Advice - What are custom strategies?

Learn how to use Custom Strategies to personalise advice using flexible, editable templates in Digital Advice.

Updated this week

What are custom strategies?

Custom strategies are strategies that are not present as default in Digital Advice but may form a part of your SoA template. These text-based sections can be edited on the screen during advice creation.

Learn More about Strategy types and Custom templates.

Did this answer your question?