MoneyOne® Office SoA and SoAA Integration
Free service for Dealers

MoneyOne provides a service to Dealers to configure Statement of Advice (SoA) and Statement of Additional Advice (SoAA) templates for use with the MoneyOne® Office Adviser Edition software. This ensures Advisers can access and have the ability to create compliant SoA documents.

>SERVICES PROVIDED

After MoneyOne has been provided with a basic SoA and/or a SoAA template from the Dealer group, created using Microsoft Word, the following actions are taken:

Consistent formatting is applied to all related documents:

Any necessary Word merge fields are created; and

The template is tested with MoneyOne® Office Adviser Edition to ensure accuracy and clarity.

Following successful testing, the template is then sent back to the Dealer group for sign off prior to being installed within MoneyOne® Office Adviser Edition for your Adviser network.