Digital SoA

Visualising advice for
client-centric financial planners

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:

  1. Schedule a demo with our team.
  2. Receive your login credentials.
  3. 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

how It Works

Submit SoA via Xplan

Receive Digital SoA within 24 hours

Present visual advice

book a call with our team

More than just a SoA

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