Key Features

Document templates can be designed completely within Microsoft Word - giving you full power over the layout and content.

Provisio can then:

• Insert any figures or other data within text and diagrams
• Produce tables of figures such as annual amounts
• Place graphs at any location
• Remove sections of the document based on certain conditions
• Customise text based on certain conditions (e.g. "The strategy does not affect your net income" vs. "The strategy increases your net income by $13,482 pa.")

To see how easy generating Statements of Advice can be, watch this video.

Have you already worked on a client document in Microsoft Word, then realised you need to re-do the calculations? Or perhaps you just want to update an annual review document from last year.

Unlike other software which forces you to overwrite or create new documents when you export, this powerful feature will take your existing document, and merge any updated figures, graphs and tables from Provisio - without losing any of your changes.

Designed from the ground up for rapid advice delivery, Provisio is designed to provide you with powerful modelling tools in a simple and efficient package.

• Speeds up the fact find process by only requiring the data relevant to the type of advice being provided
• Ideal for use as a point of sale tool to quickly quantify the benefits with a client
• By optimising financial strategies, minimises the need for the adviser to work through complex calculations
• Rapid document generation to produce a customised Statement of Advice in seconds

Proviso can integrate easily with planning/administration systems to access existing client and member data for use within Provisio.

This has the power to dramatically accelerate the fact find process.

Furthermore, Provisio will allow you to save any work done for a particular client back to their file - either locally or in an external system - giving you a full history of all advice.

Provisio can be easily configured with information about your fund's specific investment options and insurance details.

This data powers the Investement Choice and Insurance modules, allowing you to exercise control about not only the options available and premiums, but even how Provisio determines its recommendations.

All projection figures can be exported to Excel for both the current and strategy projections.

This provides full visibility of Provisio's calculations and allows access to figures for further modelling or use in other applications.

Intelligent enough to begin strategies at any date, Provisio does not limit you to only perform modelling using annual figures.

When starting a part-year strategy, Provisio will calculate any appropriate amounts on a pro rata basis and provide an implementation strategy for the remaining period of the financial year.

While we strive to simplify the advice process, we also recognise that complex situations require powerful modelling tools.

To accommodate this, Provisio not only allows modification of all assumptions and details of the strategy, but also allows annual adjustments to be made to aspects such as contribution and salary sacrifice amounts.