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Advice Framework

The Opex solution provides a comprehensive range of capabilities to support advice delivery

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Engage Tools


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  • Letter of Engagement

  • Risk Needs Calculator

  • New Client & Review Questionnaire

  • Service Agreement

  • Digital Fact Find

  • Client Online

Advice Tools


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  • Fact Finds

  • Comprehensive SOA

  • ROA and Bulk ROA

  • Review Reports

  • Powerpoint Style Sales Pack

Ready To Go


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  • 120+ Strategy Text Items

  • Additional Information Flyers (IBR)

  • Legal Sign Off

  • XPLAN Coding Done

  • Integrated With All Software Modules

Flexible


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  • Site Theming

  • Branding

  • Custom Text Libraries

  • SOA Tailoring

  • Tailored Reports

  • Connect To Other Systems

  • Advanced SOA Formatting

Regulatory


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  • FDS (Brokerage Integration)

  • Opt-In

  • Better Position Statement

  • Alternative Strategies & Products

Call us today so we can discuss your requirements and determine a cost effective solution for you.

Contact Us

Starter Plan

Spacing

N/A

Expandable RAM

Fixed Memory – 1GB

Memory Cache

512 MB

Number of Visits

15000

SSL Certificate

N/A

CDN

N/A

Priority Support

SLA – 48 hours

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