The Base Statement of Advice (SoA) Style Guide in AdviserLogic provides a standard framework for how advice documents should be structured, written, and presented. It ensures consistency across all generated SoAs, helping you deliver clear, compliant, and client-friendly advice.

The guide supports best practice formatting, tone, and document flow, allowing your practice to maintain a professional standard while still enabling customisation where required. It works alongside AdviserLogic’s base templates, which are designed as a foundation for scalable and efficient advice production.

Arial is the most widely used font for both online and printed media. Arial is also the default font in Google Docs. Arial is one of the safest web fonts, and it is available on all major operating systems.

It is clear, easy to read and provides you with a great looking output.

Windows Icon, Transparent Windows.PNG Images & Vector - FreeIconsPNG

Win: 99.84%

Apple Blue Icon | Operating Systems Iconset | Tatice

Mac: 98.74%

Blue evokes feelings of calmness and spirituality as well as security and trust. Seeing the colour blue causes the body to create chemicals that are calming. Dark blues are great for corporate designs because it helps give a professional feel. Light blues give a more relaxing, friendly feel, and neutrals like white and grey can also make you feel calm.

Colour has been applied to titles, headings and tables.

Graphs for Asset Allocation utilise the Morningstar Assets colour design. This ensures your Morningstar Research has consistent colours when explaining asset classes to your clients.

Styles used within tables prefix is denoted as Tbl_. Each type with _L at end has styles with _C and _R denoting the same style, centre or right aligned rather than left aligned.