SoA Strategy Engine

wealthdigital’s SoA Strategy Engine provides customisable, template strategy and appendix wordings for financial advice Statements of Advice. Covering more than 50 strategies, subscribers can download up-to-date and understandable descriptions of clients’ recommended strategies, as well as the associated rules, on the day the SoA is created.

By subscribing to wealthdigital’s SoA Strategy Engine, advisers and licensees can ensure their strategy descriptions are consistent, current and compliant. Powered by wealthdigital’s unmatched technical library, the SoA Strategy Engine is a flexible and affordable source of strategy information for your business’ SoAs.

Subscription to wealthdigital's SoA Strategy Engine provides access to the complete SoA library for an entire year, enabling you to download the latest versions every time you need them.

Strategies

SOA Strategies

Appendices

Disclaimer

The information contained in this publication is based on the understanding knowITdigital Pty Ltd ABN 14 130 045 242 AFSL 333649 has of the relevant Australian legislation as at the date shown in this publication. The information contained in this publication is of a general nature only and is intended for use by financial advisers and other licensed professionals only. It must not be handed to clients for their keeping nor can any copies of sections of this publication be given to clients, with the exception of SoA Strategy Engine and Client Marketing materials which are specifically for this purpose. knowITdigital is not a registered tax agent under the Tax Agent Services Act 2009. We recommend that your client be referred to their registered tax agent or legal adviser prior to implementing any recommendations that you may make based on the information contained in this publication.