Webinar Recording
This webinar recording is from our series of Lunch & Learns, which we host on a monthly basis.
This is a practical walkthrough of Planbuilder, designed to help advisers build compliant, high-quality advice more efficiently. This session will cover the end-to-end advice workflow and how it supports advice creation. We’ll step through managing Statements of Advice, including plan types, wording levels, and when to use an SOA versus an ROA, as well as how to select the right SOA template for each client scenario. You’ll see how Planbuilder streamlines advice construction by validating client data and cashflow, setting clear objectives and recommendations, and capturing advice fees and key advice steps with ease. We’ll also walk through finalising and generating the Statement of Advice – from customising content and completing compliance requirements through to producing the final SOA.
The webinar also highlights a new feature: Advice Steps, showing how it enhances clarity, structure, and efficiency in the advice process.
