Statement of Advice Template
Deliver impactful advice with our re-imagined Statement of Advice template – a visually engaging, tailored, and trackable client experience
About this template
Say goodbye to lengthy, static reports and welcome a dynamic approach to financial advising with our interactive Statement of Advice (SoA) template. This reimagined template combines your client’s unique goals with tailored recommendations and real-time cashflow projections in a visually compelling format. Each section is designed to be highly engaging and easily navigable, allowing clients to explore objectives, recommendations, and projections at their own pace.
This is an illustrative template only, and should be used in conjunction with adhering to relevant local regulatory requirements
What's included?
- Summary
- Custom video
- Objectives
- Recommendations
- Cashflow model example
- Ability to click and learn more
- Ability to acknowledge the document has been read
To use Qwilr's Statement of Advice Template, you simply need to fill in the relevant sections with your client's information and your advice. The template guides you through the process, ensuring that all necessary information is included and presented in a compliant manner.
A tool packed with features
Brand control
Establish your brand settings once and automatically apply to every piece of collateral.
Payments
Collect payments instantly from customers with Stripe or direct to your own payment system.
Security & GDPR
Add security features like password protection and link expiry to protect sensitive content.
Embedded content
Add Calendly links, videos, surveys, Looms, GIFs and more to every page.
E-signature
Get deals signed on the spot with built-in e-signing ability.
Asset library
Create a library of reusable content for sales reps.
ROI calculator
Showcase your value with an interactive ROI calculator embedded in your Qwilr pages.
Team management
Set up permissions so your team accesses only what they need.
Interactive pricing
Empower buyers with interactive pricing plans and quotes.
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