Advice documents
Strategy Paper
A strategic analysis document that matches discovery findings against financial planning strategies to prepare advisers for strategy meetings. Claras drafts it from the discovery meeting and your practice’s knowledge base.
Use it between the discovery meeting and the strategy meeting. It is an active preparation tool for structuring the strategy conversation, not a summary of the discovery.
The problem
Why the Strategy Paper takes so long today.
Without Claras
Advisers walk into strategy meetings with the discovery notes and their own memory, so the options discussed depend on the day, and information gaps surface mid meeting.
With Claras
Claras drafts each section of your strategy paper template from the discovery findings, drawing on strategies in your practice’s knowledge base, so you walk into the meeting with the options and the gaps already written down.
Sources
What Claras draws on.
You choose which materials are relevant. Claras reads the parts of them that each section of the Strategy Paper needs, and shows you the sources behind each section.
- The discovery meeting
- The fact find
- Your practice’s knowledge base
Controls
The same controls on every document.
- Fixed wording inserted word for word, where you turn it on
- Adviser and licensee details drafted from your practice profile
- Review guidance on every drafted section: light, standard or careful
- Personal information removed before anything reaches the AI, by default
- Version history on every document
- Word export in your branded template
Make the template yours.
Templates from your licensee.
If your licensee is on Claras, you draft from the structure they signed off, and they keep control of it.
- 1Select your AFSL
- 2Your licensee approves
- 3Their templates appear in your list
Licensee not on Claras yet? Tell us about your licensee
Built for advisers. Governed by licensees.
For advisers
Draft your next document from the meeting you just had.
For licensees
Share your templates with your advisers.
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