# Skills tagged "Wealth Management"

1 skills with this tag.

URL: https://rakenne.app/skill-tags/wealth-management/index.md

- [Financial Services Statement of Advice](https://rakenne.app/skills/financial-services-soa/index.md) — Generate and validate personalised Statements of Advice (SoA) for retail clients in Australia. Ensures Best Interests Duty (BID) and FOFA ongoing fee compliance; includes soa_logic_validator and …

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