New innovation enables faster data transfer into SOAs

An advice fintech has released a new Google Chrome extension that allows advisers and paraplanners to pull data from applications accessed via the web into a compliant advice document.

Document automation company ​Nod said it has developed an ​extension​ for the Google Chrome web browser that collects data from any software and puts that data into a document without the user having to leave the website they were using to develop their advice.

Nod said the capability enables the adviser to use a range of best-of-breed software platforms for each stage of their advice process, leaving them confident in the knowledge that they can seamlessly deliver the data from those systems into a compliant statement of advice.

Further, it said its Web Clipper collects data from applications including Iress Xplan, Salesforce, Hubspot, Midwinter, Purplebox, Morningstar and Netwealth, with the technology built to collect data from any application accessed via the Chrome web browser.


“We built the Nod Web Clipper to solve a problem that has held financial planners back for years: which is to get all the next-generation systems used in the advice process to send their data to a statement of advice,” said Nod chief executive Joel Robbie.

“In my view, it’s been a real barrier to innovation in the advice technology space for a long time.

“Now advisers can achieve all the efficiencies of a document automation platform while confidently taking action to innovate their technology stack with the best product for each part of their advice process.”

New innovation enables faster data transfer into SOAs
Joel Robbie
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Adrian Flores

Adrian Flores

Adrian Flores is a deputy editor at Momentum Media, focusing mainly on banking, wealth management and financial services. He has also written for Public Accountant, Accountants Daily and The CEO Magazine.

You can contact him on [email protected].

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