Template coding service for VisiPlan users
When it comes to putting together an SoA or Review Advice, most planners will agree
that
the most time consuming activity is formatting the document itself. InPractice
Solutions can design your master templates so
that you have an efficient and concise plan consistently, every time you have to
create such a document.
Turn around times
InPractice Solutions' turn around time per template is normally 5 business days, but can be
negotiated if you are eligible for our InPractice Rewards Service.
Coding fees for customising templates
InPractice Solutions' fee for coding your templates is $110.00 per hour (including
GST). Below is an example of the expected cost per template, but a more accurate
quote can be given once we review your copy of the plan.
Request a quotation now!
We offer competitive prices and a unique Rewards Program
to our
loyal customers.
|
Standard SoA Comprehensive |
From |
$880** |
|
Electronic Fact Finding |
|
$770 |
|
Consolidation of Superannuation or Risk Only SoA |
|
$440 |
|
Review - Comprehensive |
From |
$880** |
|
Valuation Report or Goals Report |
|
$440 |
** Fee includes up to 8 hours
preparation time, additional work will be charged at the rate of $50 per hour thereafter.
Fees include GST.
|
