Revolutionalise how you present your advice to clients with our interactive and dynamic presentation app.

Benefits at a glance

  • Convert word-based advice documents (SOAs, ROAs, Strategy Papers) into web versions in just a few clicks.
  • Clients can post questions and comments to their advisers throughout the document.
  • To boost your compliance, clients can acknowledge, confirm and provide consent within the app.
  • Utilise video avatar capability to walk the client through the document.

Hear from our clients

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