Assisting your clients understanding an SOA.
For over a decade know advisers have struggled to get the balance right between their compliance requirements versus the need to explain their advice in easy to understand language.
As part of Enzumo’s Advice Builder Technology, we developed a Client Presentation Document which succinctly steps a client through their SOA. It designed to be used both in a meeting but also as a reference document to support the SOA.
It is easy to follow, professional and most importantly generated automatically. Why have your paraplanners spend hours building powerpoint documents when tools like this are available?