Captegra Group > Apps > Financial Planning Suite > eSoA



Coming Soon!

Our Document Generator provides a powerful 'in application' word processing functionality allowing all your advice documents to be templated, merged, generated and edited online. No more downloading documents, version control and visibility concerns that exist with standard locally saved documents.

Our eSoA template is completely generated using this functionality which provides a more efficient method of generating your documentation. Combine this with the functionality below and you can now completely revolutionise the way you provide advice.