Construct Advice

👤 Who

This guide is for users wanting to generate an advice document who have completed their recommendations in Strategy Builder and product research in their chosen tool.

Role type required: Any

❗The Fact Find must be locked in order to access this area.

ℹ️ Construct your Advice Document

Within this tab users need to complete the following:

1. Select who the advice is for and the date
2. Use the scop selector to add in the areas of advice in scope
3. Populate the Insurance Recommendations and Investment Recommendations sections if relevant to the advice.

Once complete, you can navigate to the Finalise Advice tab to merge out the advice document.