Advice documents
Strategy Paper
A strategic analysis document that matches discovery findings against financial planning strategies to prepare advisers for strategy meetings. Claras analyses the client’s situation, identifies strategic triggers and surfaces relevant options from the practice’s knowledge base.
Strategy paper template
Strategy Paper
- 01
Client Overview
- 02
Situation Triggers
- 03
Matched Strategies
- 04
Information Gaps
- 05
Compliance Flags
- 06
Discussion Framework
The problem
Why the Strategy Paper takes so long today.
Without Claras
Advisers walk into strategy meetings with the discovery notes and their own memory, so the options discussed depend on the day, and information gaps surface mid meeting.
With Claras
Claras reads the discovery findings, identifies the situation triggers, matches strategies from your practice’s knowledge base with the pros, cons and compliance flags for each, lists what is still missing and proposes an agenda for the meeting.
Structure
How the Strategy Paper is laid out.
These are the sections of the Strategy Paper template in the Claras library, in the order they appear. Each section is drafted on its own from the sources you select. Conditional sections only appear when the advice covers them, and a licensee template can replace or reorder any of them.
Use it between the discovery meeting and the strategy meeting. It is an active preparation tool for structuring the strategy conversation, not a summary of the discovery.
- 01
Client Overview
Client, discovery date, adviser and life stage, determined from age and situation.
- 02
Situation Triggers
The concrete facts or upcoming events from discovery that create an opportunity or requirement for action.
- 03
Matched Strategies
For each strategy matched to a trigger: how it works, why it is relevant to this client, pros, cons and what it needs.
- 04
Information Gaps
What discovery did not capture, why it matters and how to obtain it, framed as questions to ask or documents to request.
- 05
Compliance Flags
Contribution caps and limits, age based rules, deadlines and licensing considerations relevant to the strategies.
- 06
Discussion Framework
A suggested agenda for the strategy meeting: immediate opportunities, trade off decisions and scenarios to test.
Sources
What Claras draws on.
You choose which materials are relevant. Claras reads the parts of them that each section of the Strategy Paper needs, and shows you the sources behind each section.
- The discovery meeting
- The fact find
- Your practice’s knowledge base
Controls
The same controls on every document.
- Fixed wording inserted word for word, where you turn it on
- Adviser and licensee details drafted from your practice profile
- Review guidance on every drafted section: light, standard or careful
- Personal information removed before anything reaches the AI, by default
- Version history on every document
- Word export in your branded template
Your templates
Make the template yours.
Owners, managers and advisers can create and edit document templates under Templates. Start from the library, your own Word file or a description, then adjust any section heading or outline. Add or refine a section with AI, move sections up or down, and choose the export style that brands the Word file.
Use a library template
Open the template library, pick one and use it. Claras makes a separate copy your practice owns and can edit.
Upload the one you already use
Upload your existing template and Claras builds an editable template from its structure. Then turn on fixed text for the wording that must not change, and upload your Word file as an export style for the branding.
Describe what you need
Tell Claras what the document is for and it generates the sections, outlines and conditional rules for you to refine.
Square brackets are instructions
Inside a section, text in [square brackets] tells Claras what to write. Plain text guides the wording, and fixed text locks it.
Lock fixed text
Turn on fixed text for a section and the wording outside brackets, like your AFSL, phone number or disclaimers, is inserted word for word.
Conditional sections
Mark a section conditional and it only appears when the advice covers it, so one template serves every scope.
Version history and updates
Every change is versioned and can be restored. When a library template you copied improves, review the summary and apply it while keeping your edits, or skip it.
Licensee templates
Templates from your licensee.
Claras sets up licensees’ approved templates for the practices under their licence. If yours is on Claras, you draft from the exact structure they signed off, and they keep control of it.
Select your AFSL
On the Licensee tab under Templates, choose the AFSL your practice operates under. If your licensee has templates in Claras, you can request access.
Your licensee approves
The licensee sees which of their templates your practice uses and when. No client information is shared in either direction.
Their templates appear in your list
Their templates show in the Documents tab under Templates with an Official badge, and anything added in the last week is marked new.
- The licensee controls the content. Their edits reach every practice as soon as they are made.
- You can apply your own export style so the Word file carries your branding, or keep the licensee’s.
- You can duplicate a licensee template into an editable copy only where the licensee allows copies.
- If a connection ends, documents you already created stay available. New documents and regenerating sections from that template stop.
Licensee not on Claras yet?
Start from the Claras library or upload your licensee’s Word template as your own. When your licensee joins, we set up their approved versions for every practice under the licence.
Who it is for
Built for advisers. Governed by licensees.
For advisers
Draft your next document from the meeting you just had.
Record or upload the meeting, pick the template and review the draft. Your first file notes are free and there is no credit card to enter.
For licensees
Share your templates with your advisers.
Send us your approved SOA and ROA templates and we set them up, with the wording that must not change marked as fixed. Every adviser under your licence drafts from the same structure.
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