As a result of a number of requests we have provided another option of the SOA format for Advisers to choose from.
The new option has the recommendations at the beginning of the report as an executive summary instead of at the end, like the standard report format.
To select this new report layout click on 'Settings' and click on 'SOA Settings' and select the second option.
Please note this is only available to advisers that subscribe to Advicemonster. If you are not a subscriber contact us today to book a demonstration.