“The most engaging parts of the presentation for both me and my clients are the projections and the fees comparisons. These sections provide valuable insights into future financial scenarios and the cost implications of recommendations. While I’m still getting familiar with all the features, such as the edit function, the ability to visually present a client’s current position and future projections is a significant advantage of this tool.”
Our value proposition
Visual advice
Engaging visuals and concise content make complex information accessible and interactive.
Plug and play solution
Login to our portal and submit your request within seconds. All advice documents will be picked up from Xplan. No integrations required.
Security first engineering
Designed with layered defense across identity, hosts and networks under the Microsoft for Startups initiative. Your advice document is never stored and all data is encrypted at rest and in transit.
Frequently Asked Questions
The Digital SoA is your ally in presenting advice. It’s about making complex information simple, engaging, and visually appealing, ensuring your advice stands out and resonates with your clients. As our users attest, once you’ve experienced the clarity and efficiency of the Digital SoA, there’s no going back.
Starting with our Digital SoA is as easy as clicking a link. Log in with your credentials, and take control. The presentation is yours to customise, navigate, and edit to perfection. It’s designed to be fully in your hands. Dive in, tailor it to your needs, and make it uniquely yours.
Absolutely not! You’re welcome to explore our services without being a current Planlogic customer. Our sign-up is easy and open to everyone. Curious or committed, we’re ready to welcome you. Let’s start this journey together and see where it leads!
The setup process is streamlined for your convenience. Simply follow these steps:
- Schedule a demo with our team.
- Receive your login credentials.
- Start presenting.
To sign up for a demo, click here. This link will guide you to our scheduling page, where you can choose a time that works best for you. If you have any questions or need further assistance, our support team is here to help.
The Digital SoA is visual, data-driven, interactive and user-friendly. It can be edited, downloaded and shared with your clients.
At the moment, we are charging a fixed price per presentation. Our team will walk you through the pricing at your demo.
Client testimonials
Zac Ayoubi,
Primestone Wealth (M3)
“I think you guys have done an amazing job with the digital presentation overall, its interactive and customisable when you take clients through and additional information is there to expand if needed. The visuals and colours are nicely chosen and looks professional and the downloaded PDF is a nice touch. Its definitely a great value add for adviser and clients. Well done.”
William Ha,
Breakthrough Wealth Solutions (RI Advice)
“I’ve recently started using the Digital SoA in my meetings, and it’s been a game-changer. The visual aspect on a big display really resonates with clients, making complex information more accessible and engaging. The presentation’s tidy, polished look and its ability to compress detailed information into a presentable form are key benefits. It covers the essential information needed for clients to make informed decisions without overwhelming them. As I use it more, I’m sure I’ll have more insights, but so far, the client feedback has been overwhelmingly positive.”
Bradley Witt,
Intend Financial (Consultum)
“I’ve found this product incredibly easy to use and effective in delivering core advice without any unnecessary details. The engaging visuals and concise content make complex information accessible and engaging. What stands out for me is its adaptability to different client preferences, offering both detailed and summarized information, which significantly enhances the client experience.”
Robert Sekulovski,
Wealth Quay (RI Advice)
“The most engaging parts of the presentation for both me and my clients are the projections and the fees comparisons. These sections provide valuable insights into future financial scenarios and the cost implications of recommendations. While I’m still getting familiar with all the features, such as the edit function, the ability to visually present a client’s current position and future projections is a significant advantage of this tool.”
Zac Ayoubi,
Primestone Wealth (M3)
“I think you guys have done an amazing job with the digital presentation overall, its interactive and customisable when you take clients through and additional information is there to expand if needed. The visuals and colours are nicely chosen and looks professional and the downloaded PDF is a nice touch. Its definitely a great value add for adviser and clients. Well done.”
William Ha,
Breakthrough Wealth Solutions (RI Advice)
“I’ve recently started using the Digital SoA in my meetings, and it’s been a game-changer. The visual aspect on a big display really resonates with clients, making complex information more accessible and engaging. The presentation’s tidy, polished look and its ability to compress detailed information into a presentable form are key benefits. It covers the essential information needed for clients to make informed decisions without overwhelming them. As I use it more, I’m sure I’ll have more insights, but so far, the client feedback has been overwhelmingly positive.”
Bradley Witt,
Intend Financial (Consultum)
“I’ve found this product incredibly easy to use and effective in delivering core advice without any unnecessary details. The engaging visuals and concise content make complex information accessible and engaging. What stands out for me is its adaptability to different client preferences, offering both detailed and summarized information, which significantly enhances the client experience.”
Robert Sekulovski,
Wealth Quay (RI Advice)
how It Works
Submit SoA via Xplan
Receive Digital SoA within 24 hours
