Software Platforms and Pricing Structure

Software Solutions

SMSF Paraplanners have experience across a number of software platforms including COIN, Xplan and Visiplan. We are not limited to just producing your Statement of Advice documents but can also assist in the development and/or enhancement of existing Statement of Advice templates. These templates can be tailored to suit your business, so your Advice documents become unique to your business.

Pricing Structure

Just as individual client’s advice requirements vary, so too do Adviser’s and Licensee’s. We therefore offer different pricing solutions which incorporate these differences. We tailor our process and fee structure to each Adviser, dependant on software, compliance, templates etc. Please contact us for more information that will be relevant to you.

Many of our clients have tried in-house solutions and have found that what we offer is just as good, if not better.

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