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ProductAdvice documents

SOAs and ROAs, drafted from your meetings.

Pick a template, choose the meetings and files that matter, and Claras drafts every section of the Statement of Advice or Record of Advice for you to review. Wording you mark as fixed stays word for word.

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Financial adviser reviewing a prepared Statement of Advice with a client

Every advice document, one workflow.

In your licensee’s templates or your own.

A quiet meeting room in a financial advice practice

From meeting to finished SOA in five steps.

  1. 1Choose a template
  2. 2Pick the sources
  3. 3Check the brief
  4. 4Generate and review
  5. 5Finalise and export
The brief and the reference material selected for a document in Claras

Built for documents your licensee will audit.

Adviser disclosures

Lighthouse Wealth Pty Ltd is an Authorised Representative of

Beacon Financial Services, AFSL 512 884.

Fixed wording, inserted word for word

Drafted by Claras

This advice is valid for 30 days from the date of this document.

Fixed wording, inserted word for word

Licensee wording, word for word

Your Current Situation

light

Quick read-through should suffice

Light review conducted · Priya Nair

Our Recommendations

standard

Check that assumptions align with your intent

Standard review conducted · Priya Nair

Alternative Strategies Considered

careful

Verify key conclusions and strategic choices

Careful review required

Know which sections to check closely

Client details hidden from the AI

One template for every adviser

Make the template yours.

An adviser in conversation with a client in a warm, sunlit office

Templates from your licensee.

If your licensee is on Claras, you draft from the structure they signed off, and they keep control of it.

  1. 1Select your AFSL
  2. 2Your licensee approves
  3. 3Their templates appear in your list

Licensee not on Claras yet? Tell us about your licensee

An approved licensee connection in Claras: templates the licensee shares appear in your template lists, marked Official

Built for advisers. Governed by licensees.

For advisers

Draft your next document from the meeting you just had.

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For licensees

Share your templates with your advisers.

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Your questions answered.

Does Claras write a compliant SOA on its own?

Claras drafts every section from your sources and your template, then hands it to you for review. The adviser remains responsible for the advice. The review guidance, fixed wording and audit trail exist to make that review faster and more thorough, not to replace it.

Can I use my licensee’s SOA template?
Who controls a licensee’s template?
What is the difference between an SOA and an ROA in Claras?
Where does the information in the document come from?
Does the AI see my client’s personal details?
How do I get the finished SOA into my own systems?