Transforming and Simplifying the Advice Process
We have perfected the art of creating SoAs by delivering more than 10,000 documents to 150+ advisers over the span of a decade. Our strong track record has been backed by a thought partner approach, where we work with advisers to ensure optimal results for their clients.
Planlogic’s SoAs are comprehensive, detailing recommended strategies and investment products and portfolios that allow clients to reach their financial goals. We thoroughly review the data from the adviser to prepare SoAs that are comprehensive, compliant and easily understood by clients.
From revisiting risk attitudes, to assessing changes in current position and making necessary adjustments, ongoing reviews are vital for advisers that want their clients to achieve their financial goals.
Additionally, an influx of new regulation for ongoing services has meant that advisers need to act in their clients’ best interests, while also thoroughly understanding how to navigate this complex landscape.
Planlogic understands these issues and has assisted over 3,000 reviews by taking a tech-enabled approach to deliver better client engagement and regulatory compliance. Our team can help you prepare for your review meetings by compiling documents such as fund manager reports, review presentation documents and any other practice-specific documents.
Our deep domain expertise means that we know exactly how advisers should engage with their audience to tell a better story. Our position allows us to create strong content specifically tailored for the financial planning space, and we work collaboratively with advisers to ensure that our marketing efforts are strongly aligned with their overall goals and objectives.