To make it easier to follow we have created a simple process of combining the self-analyzing fact finders, research, client desired outcomes and compliance checking to ensure the process of writing a SOA is fact and effective.
This is achieved within SmartSOA and the use of QuickTEXT.
Before any SOA can be generated and although the system comes with over 300 QuickTEXT articles, it is best that your QuickTEXT module has been set up and confirmed by your compliance team.
SmartSOA is a proprietary Statement of Advice generator for use within the Financial Advice arena.
In the most basic of design, we devised a model of Knowledge sharing and document creation within one single cloud-based app.
We set out to ensure that Compliance confirms the AFSL guidelines and the Adviser confirm the Client's guidelines enabling a clear and precise Statement of Advice.
And then we built a powerful processing engine to developer the outcome within 90 seconds. *
QuickTEXT is where knowledge gathers and inspiring Statements of Advice are created.
It is a knowledge base APP that stores App/Product related text for use in an SOA and is designed to foster ‘Peer to Peer SOA’ compliance.
An individual can create, share and edit text based on the outcome of the SOA.
in minutes not hours.
Each section of SmartSOA is related to a shared knowledge base library of Quicktext which when compiled allows for not only inspiring SOA generation but a Point of Advice client dashboard that reflects real-time performance of the advice.
You can interlink both the written word and a dynamic online presentation as one clear SOA.
SmartSOA is compiled using edit formats typically used in Ms Word making the online edit process easy to understand and use.
And include any topics, graphs and personalised statements along the way.
You can save unlimited versions of your Draft SOA
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