Digital Advice Templates
Digital Advice Templates in AdviserLogic help you streamline the advice process by providing pre-built, customisable templates for various financial strategies. These templates allow you to generate professional, compliant, and personalised advice documents efficiently, saving time while maintaining consistency and accuracy.
10 articles
Digital Advice - Base SoA FAQLearn about the Base SoA in AdviserLogic—its features, compliance updates, and how it streamlines advice delivery for financial advisers.
Digital Advice - How do I add page numbers and update the Table of Contents?Learn how to add page numbers and refresh the Table of Contents in your Digital Advice document.
Digital Advice - How do I change the template mapped to a scenarioLearn how to update the template linked to a Digital Advice scenario to control how your advice document is generated.
Digital Advice - Base Record of Advice (BaseRoA) - IntroductionLearn how to use the Base Record of Advice (Base RoA) to create consistent, compliant advice documents in AdviserLogic.
Digital Advice - Digital SoA Template CustomisationLearn how to customise Digital SoA templates in AdviserLogic to align with your practice branding and advice requirements.
Digital Advice - Template DesignerLearn how to create and manage customised Digital Advice templates using the Template Designer in AdviserLogic.
Digital Advice - Templates - Base SoA Style GuideLearn how to apply the Base SoA Style Guide to ensure consistent, compliant, and professional advice documents.
Digital Advice - Updates to Base ROA - October 2021Learn how to understand the October 2021 updates to Base ROA in Digital Advice and what changes impact your SoA outputs.
Digital Advice - Updates to Base SOA - November 2021Learn how to understand the November 2021 updates to the Base Statement of Advice (SoA) in Digital Advice.
Digital Advice - Updates to Base SOA -June 2021Learn how to understand the key updates made to the Base Statement of Advice (SOA) in Digital Advice.