At AdviserLogic, we understand the significance of exceptional templates in client engagement and advisory services.
As part of your subscription, you gain access to our meticulously crafted base RoA (Record of Advice) and SoA (Statement of Advice) templates.
These templates are purpose-built to cater to the needs of most advisers, regularly updated in line with an evolving understanding of best practices, and strategically designed to streamline your advisory process.
Our Standard Templates are designed to work as a solid foundation to build on. Naturally, we are also able to create a more curated solution specific to your practice.
Understanding that every advisory practice operates uniquely, we can accommodate more specific requirements through our custom templating service.
We know that one size doesn't fit all. Our custom templating service can help you ensure your templates reflect your individuality and brand identity. You can use our templates as a starting point, or work with our team to create a new design that is distinctly yours!
If you're interested in harnessing the power of custom templates, please don't hesitate to reach out to AdviserLogic Support.
Our dedicated team will connect you with our Templating experts, who will engage in a conversation about your specific requirements, vision, and unique needs. At AdviserLogic, we're committed to helping you make a lasting impression with tailored templates that align perfectly with your practice.
We offer a range of services and price points designed to cater to different requirements and budgets.
To determine which service aligns best with your practice, please refer to the table below.
Costs
Template Designer
$250 + GST Monthly - Per User
Ongoing Subscription
Module access, initial training, Base ADL Templates, resource materials, standard technical support
Includes
Module subscription includes access to ADL Base SoA, RoA, eFDS & FTA, and Review Report Templates (child copies). This will extend as more Digital templates are developed from Docx. An initial training program for designated staff members must be undertaken.
Ongoing Support*
Basic support queries and provision of enhancement content for the user to update. Specialist consulting /coding /additional enhancements fall outside of the subscription and will be quoted on a client-by-client basis.
Styled Template
(Child of Base SoA & RoA)
One-off cost
$1000 + GST
Ongoing Cost
$600 + GST Annually
$50 + GST Monthly
Includes
Fonts, styles, disclaimer, re-order only, basic support
Ongoing Support*
Basic support queries and application of product enhancements (as is) each year including compliance updates.
Minor changes to Disclaimer, Cover Letter and Cover Page text and styling are included.
Configured Template
(Child of Base SoA & RoA)
One-off cost
From $1500 + GST - Depending on evaluation requirements.
Ongoing Cost
$1500 + GST Annually
$125 + GST Monthly
Includes
Fonts, styles, disclaimer. Other changes such as modifying wording, showing different data in a table or custom table <10 pages content, Basic support
Ongoing Support*
Basic support queries, consultation and application of compliance and product enhancements each year.
Minor wording updates are allowable in product enhancement content to align to the Config template.
Minor changes to the Disclaimer, Cover letter, Cover page and any of the 10 included customised pages are included.
Bespoke Template
SoA & RoA
One-off Cost
Quoted upon evaluation of requirements
Ongoing Costs
From $250 + GST Monthly
Includes
SoA/RoA setup using the client’s template. Support as agreed
Ongoing Support*
Support, consultation and application of compliance and product enhancements each year + quarterly updates < 5 pages of content directed by the client
Basic support queries, consultation and application of compliance and product enhancements each year.
Minor wording updates are allowable in product enhancement content to align to the Config template.
Minor changes to the Disclaimer, Cover letter, Cover page and any of the 10 included customised pages are included.
📌Note
Please discuss costs with your Implementation Consultant, who will happily navigate your best option with you
Change requests will be analysed by an Implementation Consultant. If the change request is deemed to be beyond the scope of the Ongoing Support offering, a one-off quote may be triggered.
Custom Template Creation Request
If you require a new template or a refinement to an existing one, you can request custom template creation.
To initiate this request, you need to provide the following details:
Template Folder
Template Name
Marked-up Documents
The template team will review your requested changes and provide a quote detailing the cost for the modifications. If you agree with the pricing, confirm your approval. Upon receiving your approval, the template team will proceed with the creation or modification of the template.
We believe in providing you with options that best suit your unique practice, ensuring that your custom templating experience is both cost-effective and tailored to your exact needs.
Your success is our priority, and we're here to help you make the right choice for your practice's success.