Advice documents & templates
Streamline advice documentation: firm Word templates with client and plan merge fields, Retirement Blueprint PDF, SOA and KYC categories in the vault, portal sharing, and client acceptance or signature — connected to live plan data.
Word template mail-merge
Upload firm-branded Word templates with merge fields populated from the client record and plan snapshot — SOA, review letters, and advice records. Merge from the document library or from a workflow row, then keep the draft on the client file.
Vault categories align to NZ advice practice: fact find, KYC, AML, risk profile, SOA, review, correspondence, and more. Founding firms continue to shape merge fields to match how they write advice.
Share, accept, and sign
Flag documents as visible on the client portal. Request acceptance (accept, decline, or request changes) and optionally require a canvas signature with typed name and attestation. Action history stays on the client record; decline or amend can create a follow-up task automatically.
Link a vault document to a workflow artefact — or replace it after a Word round-trip — without re-uploading the whole file.
Retirement Blueprint PDF
Household and adviser users can produce a client-ready Retirement Blueprint summarising assumptions, projections, Monte Carlo metrics (when run), and scenario comparisons — generated in-browser and savable to the client file for portal sharing between reviews.