Statements of Advice

An SOA in Adviser Toolkit is drafted from the same scenario you modelled and presented, so the document and the numbers can never disagree. You choose the recommendations, Vera prepares the first draft, and you remain the author of every word.

From scenario to draft

1. 1

   Pick the scenario

   Start from a saved scenario in the client's workspace. The client's details, balance sheet and modelling flow into the document automatically.

2. 2

   Choose the recommendations

   Build the advice from 30+ recommendation types: switches, rollovers, contribution strategies, insurance, debt and more. Each one is grounded in the modelling behind it.

3. 3

   Review the first draft

   Vera assembles the recommendation wording and best interest content from your inputs. Every draft lands unreviewed until you edit and approve it. A no-AI composer is always available if you prefer to write without it.

4. 4

   Finalise in your template

   The document renders in your firm's template and brand. Export it, or deliver it for signature through the client portal.

Words first, then the table

Any recommendation that moves money is rendered in words first, then a table beneath it showing each movement: from account, to account, amount and frequency. Clients can follow the money without decoding a spreadsheet.