This video explains how you can use the Advice Options & Reasons Library to manage and customise the selectable options that show in the steps of the va...

The Advice Options & Reasons Library allows you to manage and customise the selectable options that show in the steps of the various wizard sections fou...

There are two ways you can add a custom Advice Option (AO) or Advice Reason (AR) to a step of a section wizard. 1. Via the Advice Options & Reasons ...

If the step has categories you can, if you want to, add your custom option(s) to a category so they are easier for you (and your users) to identify and loca...

It could also be the case that some of the standard selectable options in some of the steps aren’t relevant to you or the advice service your company provid...

Yes. You can customise which product types show in the 'Product Type' field of the Plan Summary step of the review and recommendation sections via C...

Administrators of Company or Group Plans can share custom Advice Options (AO) or Advice Reasons (AR) with other account users or linked accounts via their A...

You can only edit Advice Options and Advice Reasons belonging to you or your company (assuming you have the necessary admin privileges). For further informa...

A suitability report should always be personalised to the client, and assuming you do not wish to fall foul of the regulator or your compliance department, ...

No. Due to the amount of configuration that is required, it is not possible for you to add a custom product type to the Plan Summary step of a review or rec...