Present strategies with confidence and clarity
Strategy Briefs give you the flexibility to present recommendations, explore "what-if" scenarios, and engage clients in strategic discussions—without the formality of a full SOA.
Presentation-Focused
Less rigid structure, more visual impact. Perfect for client meetings and board presentations.
No Signature Required
Designed for discussion and exploration—clients review and consider, without formal commitment.
Same Time-Saving Benefits
Auto-populated data, scenario charts, and reusable templates—just like SOAs.
Strategy Brief vs Statement of Advice
Both documents leverage the same powerful data integration and automation. The key difference? Formality and purpose.
Strategy Brief
For exploration and discussion
Best For
- Initial strategy presentations
- Annual review discussions
- "What-if" scenario exploration
- Board or committee papers
- Pre-recommendation strategy sessions
Key Characteristics
- Flexible, presentation-focused format
- No signature requirement
- Less formal structure
- Ideal for iterative refinement
Statement of Advice
For formal recommendations
Best For
- Formal financial recommendations
- Product implementation decisions
- Comprehensive financial plans
- Client acceptance documentation
- Compliance record-keeping
Key Characteristics
- Comprehensive compliance sections
- Electronic signature capture
- Full audit trail & timestamping
- Formal recommendation structure
Both document types share the same powerful features
Auto-populated data
From household records
Scenario charts
Up to 10 scenarios
Reusable templates
Create once, use forever
Digital sharing
Secure client links
Pro tip: Many advisers use Strategy Briefs during initial meetings to explore options, then follow up with a formal SOA once the client agrees on a direction.
Strategy Briefs in action
See how financial advisers use Strategy Briefs to engage clients, explore options, and drive better outcomes.
Initial Strategy Session
Scenario
First meeting with a new client exploring retirement options
Challenge
Client wants to see different scenarios before committing to recommendations
Strategy Brief Solution
Create a Strategy Brief comparing three retirement pathways—conservative, balanced, and aggressive savings approaches.
Outcome
Client visualises options without formal commitment, making the SOA conversion seamless.
Annual Review
Scenario
Existing client's annual portfolio and strategy review meeting
Challenge
Need to show performance, goal progress, and potential adjustments
Strategy Brief Solution
Generate Strategy Brief with current vs recommended scenarios, showing impact of portfolio rebalancing or contribution changes.
Outcome
Professional review document that clients can reference year-over-year, tracking their journey.
What-If Scenario Analysis
Scenario
Client considering early retirement or career change
Challenge
Multiple variables to explore—retirement age, lifestyle changes, property decisions
Strategy Brief Solution
Build Strategy Brief with 3 scenarios showing different retirement ages and corresponding financial outcomes.
Outcome
Client makes informed decision based on clear financial projections, then proceeds with formal SOA.
Board Presentation
Scenario
Trustee board reviewing investment strategy for family trust
Challenge
Multiple stakeholders need to review and discuss strategy before formal adoption
Strategy Brief Solution
Create comprehensive Strategy Brief with current holdings, proposed changes, and projected outcomes.
Outcome
Board discusses strategy, refines approach, then approves formal implementation via SOA.
Investment Committee Paper
Scenario
Advisory firm presenting research and recommendations to investment committee
Challenge
Committee needs detailed analysis without requiring client signatures
Strategy Brief Solution
Strategy Brief outlining market conditions, recommended changes to model portfolios, and rationale.
Outcome
Committee reviews, discusses, and approves strategy—individual client SOAs follow later.
KiwiSaver Fund Switch Analysis
Scenario
Client questioning if their KiwiSaver fund is appropriate for their age and risk profile
Challenge
Need to demonstrate impact of fund switches without full comprehensive advice process
Strategy Brief Solution
Generate KiwiSaver Strategy Brief comparing current fund vs recommended fund with 30-year projections.
Outcome
Client sees clear benefit, agrees to proceed, formal KiwiSaver SOA created for implementation.
The common pattern
Strategy Briefs excel when you need client engagement, exploration, and discussion before formal recommendations.
Explore Options
Present multiple scenarios using Strategy Brief
Client Decides
Discuss, refine, and agree on direction
Formalise with SOA
Create formal SOA for implementation
Build presentations your way
Strategy Briefs give you complete control over structure, content, and presentation—while still automating data integration.
30+ Section Types
Mix and match content, data, charts, and compliance sections to build your perfect presentation.
- Text and headers for narrative
- Financial tables and charts
- Client data sections
- Scenario comparison charts
Drag-and-Drop Builder
Easily rearrange sections, customise layout, and fine-tune presentation flow—no technical skills required.
- Reorder sections with drag-and-drop
- Add spacers and visual breaks
- Insert images and logos
- Create custom tables
Template Library
Save your custom Strategy Brief structures as reusable templates. Create once, use forever.
- Investment review templates
- Retirement planning templates
- KiwiSaver analysis templates
- Annual review templates
Multi-Scenario Charts
Compare up to 3 financial scenarios side-by-side with dynamic, auto-generated charts from your modeling.
- Current vs recommended scenarios
- Conservative vs aggressive strategies
- Different retirement ages
- Property purchase comparisons
Professional Formatting
Clean, modern design that looks professional every time—no manual formatting headaches.
- Consistent typography
- Professional color schemes
- Mobile-responsive design
- Print-optimised layouts
Real-Time Preview
See exactly what clients will see before sharing. Preview mode shows the final presentation.
- Client view preview
- Pagination preview
- Chart rendering preview
- Mobile preview
Three Strategy Brief Types
Just like SOAs, Strategy Briefs come in three variants to match your advice scope
Comprehensive strategy presentations with full financial analysis
Focused presentations for single-product or targeted strategies
KiwiSaver-specific presentations with fund comparisons
All the automation, none of the formality
Strategy Briefs leverage the same powerful auto-population and data integration as SOAs:
- Household data auto-populated
- Financial scenarios integrated
- Charts generated automatically
- Real-time data synchronization
From creation to sharing in minutes
The same streamlined workflow as SOAs:
- Select household and brief type
- Load template or build from scratch
- Configure scenarios and settings
- Generate secure link and share
Ready to transform your financial advice practice?
Join financial advisers using Wealthie's agentic document generation to streamline their practice and deliver better client outcomes with seamless data integration.
Live data integration with your modelling and CRM platform for instant document generation
Digital sharing with one-click link generation and secure client delivery & access
Smart templates for SOAs, TOEs, discovery forms, and all essential advice documents
Meaningful time savings turning hours of manual work into minutes of review time
Included with modelling and CRM plans — document generation comes standard with all Wealthie subscriptions.
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