All use casesSmartSpace web app
Statement of advice in five minutes
Advisers keep the judgement; SmartSpace drafts each section of the statement of advice from the client's own file — cutting 45 minutes to three hours down to about five.
https://smartspace.yourcompany.com/advice
Sarah Nguyen — retirement & investment advice
Adviser file assembled from the systems you already run.
Fact find
Completed 4 Mar · risk profile: balanced
Meeting notes
Transcript + adviser notes, 62 min
Product research
3 KiwiSaver funds, 2 insurance options
Existing portfolio
Held-away accounts synced nightly
Drafting the SoA today
- • Adviser re-reads the whole file before writing a word
- • Paragraphs copied from the last similar client, then reworked
- • Tone and structure drift between advisers
- • Compliance sends it back for missing rationale
45 minutes to 3 hours per statement of advice.
Step 1. Everything the adviser needs is already in the business — and drafting the statement of advice still takes 45 minutes to three hours.