Our Process
Take the time to understand how we work and see whether we’re a good fit for you.
1
SOA request
SOA Request is emailed to your dedicated request email.
2
Access Information
Superwize team will assess all information provided – If any additional requirements are required – Team will request on the same day.
3
SOA Allocation
SOA is allocated and completed within 24 hours.
4
SOA analysis
SOA is vetted by Senior Paraplanners.
5
Receive SOA
Adviser receives the SOA
6
Updates
Adviser Updates – Further Recommendations
Sent back to Superwize Team
7
Modifications
Final Modifications by Superwize Team
Same day turnaround
8
Finalization
SOA – Ready to present
Contact Us
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Get in touch with us today to explore collaboration opportunities, discuss your needs, and discover how we can assist you.
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