Advice Designer

Introduction
Advice Designer is a comprehensive platform designed to empower financial advisers and paraplanners by streamlining the creation of visually impactful advice. The platform offers an all-in-one cloud solution that integrates authoring processes, technical strategy libraries, research, modelling, and digital client presentations.

What Do They Do?
Advice Designer provides tools to create, share, and present financial advice quickly and securely. The platform includes a comprehensive advice template, strategy, and product library, allowing users to configure their own branding, imagery, and colours. It aims to modernise the advice process by cutting down on the time spent on research, modelling, and document preparation.

Features

• Interactive Digital Presentations: Create engaging presentations with dynamic projections, key attachments, and videos.
• Seamless Integrations: Connect with Xplan to streamline data, research, modelling, and client collaboration.
• Custom Branding: Fully branded presentations with control over images and colours, ensuring a cohesive client experience.
• Efficient Workflow: Replace clunky wizards with a streamlined process, focusing on client interaction.

Pricing
For more information on the pricing, visit their pricing page

Contact
For more information or to get in touch with Advice Designer, visit their contact page.