Finlogica

Statements of Advice, secured from upload to delivery.

Upload client files, track every SOA through compliance, and deliver the signed pack — all in one secure portal.

EncryptedCloudflare AccessAudit-logged

Step 1

Upload client files

Securely add fact-finds, risk profiles and supporting documents in a single guided step.

Step 2

Track through compliance

Follow each SOA from lodged to reviewed to signed on a full lifecycle timeline.

Step 3

Deliver the signed pack

Send the final SOA and delivery forms for e-signature — every step audit-logged.

AICPA SOC 2 — SOC for Service OrganizationsCloudflare AccessR2 encrypted storageFull audit trailAFSL-ready records