Use a saved insurance scenario to review current cover, supporting evidence, needs and recommendations, then link the scenario to the SOA where insurance advice is included.

Record an off-platform account and its holdings, then check account totals and asset allocation.

Save the adviser code, map the correct platform account and review its sync result.

Connect ProductRex, select and review research in Finley Chat or an SOA, and check scenario ownership, fees and the adviser’s intended recommendation.

Create a current-position model, copy it to explore a proposed scenario and save the scenario you want to use as supporting evidence in an SOA.

Create an SOA scenario, select the relevant evidence and specialist research, review the brief, then check and export the draft document.