Staple allows you to centrally manage multiple templates. Make changes once and have those changes automatically applied across the library of linked templates.
This centrally managed solution reduces both the admin effort and compliance risks associated with manually updating multiple documents while greatly improving quality control.
One of our big 4 bank clients use 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 multiple advice templates cost effectively without requiring a large team to maintain all the different templates. The change management process is simple with updates to the templates implemented quickly and tracked through detailed reporting.