SOAs produced properly, without the backlog.
Every practice knows the feeling: a good client meeting, then a document that takes days to come back. Our paraplanning team produces Statements of Advice, Records of Advice and the research behind them, either in your own XPLAN site on your templates, or on our Blueprint-managed site for the same quality without owning the build.
Not a generic outsourced job. Your templates, your voice.
A dedicated paraplanning team producing SOAs and ROAs on your own templates, in your own XPLAN site, so what comes back reads like your practice wrote it. If you don’t have your own framework, we can produce it on our Blueprint-managed site instead, built on templates already proven across many practices.
SOAs, ROAs, document review, product research and the financial projections behind them. Every document goes through review before it reaches you, with turnaround measured in days, not weeks.
How it works
Your site, or ours. Our production team.
Send the brief
Fact find, strategy and any notes from the client meeting, direct from XPLAN. No separate portal or system to learn.
We produce and review
On your own templates if you have them, or our Blueprint-managed site if you don’t. Either way it’s reviewed before it comes back.
It lands ready to go
Back in your site within days, ready for adviser sign-off. No re-formatting, no chasing, no rebuilding from scratch.
What's covered
Production, not just typing.
Paraplanning covers the full document, not just drafting what an adviser already decided:
Statements of Advice
Comprehensive SOAs produced on your templates or ours, from strategy through to the final document.
Records of Advice
ROAs for ongoing reviews and smaller advice changes, produced with the same rigour as a full SOA.
Document review
A second set of eyes on advice already drafted in-house, checked for accuracy, compliance and consistency.
Product research
Comparisons and research to support the recommendation, not just a template with the numbers changed.
Financial projections
The modelling behind the advice, documented clearly enough that a client actually understands it.
Something more specific
If your practice's paraplanning need looks different from the above, tell us what it actually is.
Where to start
Not sure how big the backlog actually is?
Most practices underestimate how much adviser time goes into document production. A free Advice Tech Health Check is a plain, no-obligation read on where it's going.