Centralising Template Management
Imagine if you could manage multiple templates using one solution and making changes from the solution that will be applied across the library of linked templates. The powerful, yet user friendly solution will enable compliance and quality control oversight, reduce the resources and change management process required to maintain the templates on an ongoing basis. You can with Stable!
Stable intuitive and powerful solution have been used by the largest to mid-sized businesses to create and manage their templates across their business with ease and provide compliance peace of mind.
One of our big 4 bank client uses Staple to centrally manage Advice Document templates (SoA, RoA, Review SoA, FDS, Portfolio reports) for their various advice technology solutions including XPLAN, COIN, Midwinter and in-house bespoke financial planning solution. Staple allows the dealer group to manage the different advice templates cost effectively without the requirement of a large team to maintain all the different templates. The change management process is simple where changes to the template are done quickly and with ease such as legislative, product or strategy changes. All changes can be tracked and reported for quality control and provides compliance oversight and peace of mind.
Reduce Cost - Document Modularisation
- Update only a single component in a document, and apply that change across all linked templates within the document library, thus significantly reduces cost and work efforts.
Improve Quality Control and Document Control
- Improve document control and quality by centrally managing all your documents and templates within Staple.
Efficient Workflows & Reporting
- Be efficient and transparent with your document development with Staple's fully featured issue tracker, custom workflows and audit reporting capabilities.
What the clients say
“YTML’s flexibility allowed us to scale our resourcing according to the ever changing demands of FOFA. Their response was quick and delivery was always as promised. The people of YTML were a knowledgeable and trustworthy partner who helped us shape an optimal solution that allowed us to deliver to our legislation deadlines”
Warren Dunne | Head of Operations, Advice - BT Financial Group
“YTML has provide us with a time efficient and affordable method to build a website that is interactive, professional in appearance, as well as being easy to administer. YTML’s response times are exceptional and they are willing to help whenever required”
Todd Jeffrey | Principal, Generational Financial
“The team behind YTML have enabled us to achieve a core operational objective. They have designed an advice solution to our requirements and assisted us to implemented a high quality, efficient process to deliver advice to our clients”
Lee Wapling | CEO, FMD
“YTML has exceeded our high expectations. Not only have YTML worked closely with us to engineer a solution to our complex review template issues, YTML has also guided us in terms of our software’s abilities and limitations. Without YTML’s experience and patience throughout the process we would never had discovered the capabilities and limitations of the software.”