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Advice Essentials

Cost effective solution covering a Fact Find and SOA wizard. The ‘Plug and Play’ solution gives you quick access to a robust and simple advice solution that still allows you to meet your AFSL obligations. Opex maintains and enhances the strategy content regularly and in line with regulatory updates or changes.

Advice Essentials

Ensure you gather all the required information from your clients in an easy and effective manner through our Fact Find wizard.

Included in Advice Essentials:

  • Fact Find Wizard

  • SOA Wizard

  • Ready-to-use solution

  • Regular Strategy Text & Flyer Maintenance

  • Opex Knowledge Portal


The Opex Essentials SOA shares many common features with the Advice Pack solution, without the ‘bells and whistles’.

This solution makes extensive use of text boxes, incorporates MFC and integrates with the Opex Strategy Content and the Xplan modules (e.g. WS, IPS, RR, Xtools+) to improve business efficiency and the quality of advice. Additional licensee and adviser customisations can be made to the Word document post merge.

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