Financial document templates, starting free — draft, calculate and review.

View and use free templates, including their purpose, usage, input fields and sample output. Paid templates are available as locked previews.

Typical use: pre-adoption review, template selection

Fill in the guided form to generate a polished document.

Typical use: everyday drafting, client-facing drafts

Curated template sets grouped by business purpose.

Typical use: adopting templates per workflow

Every plan offers Japanese, English or bilingual output. Free-text input is not automatically translated: it remains in the language entered, and missing-language input is identified.

Typical use: serving domestic and English-speaking clients

Export text, Markdown, HTML, print output, PDF/A-ready HTML, JSON and CSV. Print and PDF-saving output is supplied as HTML, not as a directly generated certified PDF/A file.

Typical use: choosing formats for editing, sharing and archiving

Automatic wording and missing-input checks before output; Premium adds rulebook-linked checks.

Typical use: pre-share and pre-review checks

Self-contained HTML that converts easily to PDF/A (not PDF/A certification itself).

Typical use: long-term archiving, submission archives

Keep records of when and what was generated in your environment: 12 months on Pro and unlimited on Premium. Output-history retention is separate from saved workflow state and multi-year scheme / long-term investment history.

Typical use: look-backs, internal checks, audit preparation

Export a portable ZIP package containing output records, hashes, audit logs, disclaimers and verification HTML. Pro provides archiving; Premium provides the full feature. Exported packages can be stored, viewed and verified independently. Legal validity and evidentiary weight are not guaranteed.

Typical use: packaging records for transfer and safekeeping

Enter your own figures to calculate within supported schemes. Free offers a demo preview only. Calculations do not provide tax judgments or guarantee scheme eligibility.

Typical use: organizing and checking figures for supported schemes

Save scheme-calculation and long-term investment work in encrypted form in your own browser.

Typical use: continuing reviews from saved work

Work with multiple scenarios for scheme calculations and long-term investment planning, keeping different input assumptions distinct.

Typical use: organizing scenarios with different assumptions

Save NISA allowance calculations and review them across multiple years with year-on-year comparisons.

Typical use: reviewing NISA allowances by year

Create long-term contribution scenarios using multiple sets of assumptions and retain their history. Future investment results are not guaranteed.

Typical use: reviewing different contribution assumptions

Compare fees, inflation and foreign-exchange costs under multiple sets of assumptions.

Typical use: comparing costs and assumptions in long-term investment scenarios

Use the full annual long-term investment review. Free includes a demo preview only.

Typical use: annual review of long-term investment records

Compare long-term investment records with the previous year.

Typical use: reviewing changes between annual records

Link long-term investment reviews to your own investment policy statement. This is not a trade-recommendation feature.

Typical use: reviewing activity against your own written investment policy

Save and compare allocation-drift records. The feature does not recommend allocation changes or trades.

Typical use: recording and comparing allocation drift

Save market-drawdown self-checks and review them in connection with your own rules.

Typical use: checking your own rules during market declines

Use the full retirement-drawdown feature. Results are for reviewing your input assumptions and do not guarantee sufficient future funds.

Typical use: reviewing retirement withdrawal assumptions

Retain history and compare annual records for Japan’s individual defined-contribution pension (iDeCo) and corporate defined-contribution plans.

Typical use: recording and reviewing defined-contribution pension figures

Retain history and compare annual records for 401(k) plans.

Typical use: recording and reviewing 401(k) figures

Back up and restore scheme-calculation and long-term investment data in encrypted form. You are responsible for keeping the files and passphrases.

Typical use: preserving long-term investment data

Review scheme-calculation and long-term investment history across multiple years.

Typical use: reviewing records across years

Export the next review date as an ICS calendar file.

Typical use: adding the next review to your calendar

Connect templates into a workflow for recording, checking and reviewing your work. Free includes an introduction and preview only.

Typical use: organizing recording, checking and review steps

Save workflow state in encrypted form in your own browser and continue from the saved state.

Typical use: saving work in progress and resuming it

Import records from CSV, MT4 or MT5 for use in organizing your own records.

Typical use: bringing existing trading records into your workflow

Review your own records on a weekly, monthly or quarterly basis.

Typical use: periodic review of recorded activity

Summarize and examine your own historical records. This feature does not predict future results.

Typical use: summarizing and reviewing historical records

Pro and Premium support encrypted workflow export and restoration. Free allows export only when saved data already exists.

Typical use: backing up and restoring workflow state

Prepare pre-meeting notes, meeting checklists and follow-up documents as a connected template set. Documents are not sent automatically.

Typical use: preparing and recording work before and after meetings

Prepare documents for recording client intentions, comparisons and the reasons for a recommendation. You remain responsible for judging the validity of the recorded content.

Typical use: recording intentions, comparisons and reasons for decisions

Apply purpose-specific pre-output checks for internal review, client sharing or advertising review. Checks are deterministic string checks only, with no external transmission.

Typical use: checking output against purpose-specific wording rules

Check the recipient, version, disclaimers and unresolved items before handoff. The feature does not send or submit documents automatically.

Typical use: checking documents before sharing or submission

Create meeting agendas and minutes to organize meeting content.

Typical use: preparing meetings and recording discussion

Use supporting forms for recording suitability-related information and client intentions. The tool does not determine suitability.

Typical use: organizing records of checks and client intentions

Use checklists to organize items for product explanations.

Typical use: organizing checks relating to product explanations

Run mechanical checks against a registered wording list. The feature does not determine legality or guarantee compliance.

Typical use: checking draft wording against registered expressions

Organize follow-up items on a task board.

Typical use: organizing and reviewing follow-up tasks

Prepare a client-facing summary with key points and precautions before sharing.

Typical use: post-meeting follow-up, final pre-share pass

Build and adjust your own templates around internal wording and field structure.

Typical use: firm-specific formats

Save template revisions as versions.

Typical use: managing wording and disclaimer updates

Highlight changes between template versions.

Typical use: reviewing revisions before approval

Request paid template additions, adjustments to existing templates and output-format adjustments (separate quote). Additional output languages are not offered.

Typical use: firm- or client-specific requirements

Approval flow with up to 5 steps: approve, return, reject and approval log.

Typical use: internal sign-off before release

Apply brand name, colors, footer and cover to outputs.

Typical use: consistent client-facing documents

Manage approved wording with draft / approved / locked / retired states.

Typical use: preventing wording drift and outdated phrases

Keep disclaimers and disclosures in the output even if hidden by settings.

Typical use: preventing omissions before sharing

Export history, approvals and hashes as JSON without body text (no external transmission).

Typical use: audit and internal review records

Choose manifest-only, local body retention, encrypted package or legal hold (no external transmission).

Typical use: matching each client’s evidence policy

Presets for FP, IFA, IB, insurance, advertising review and more.

Typical use: industry-fit outputs and rules

Organize documents and settings per client or matter.

Typical use: running many clients in parallel

Define prohibited wording, required disclaimers and pre-share checkwords to strengthen pre-checks.

Typical use: checks before client sharing or ad review

Visualize pending, returned and approved items in one view.

Typical use: tracking team approval status

Register the exact version shared with a client, with hash and manifest.

Typical use: confirming later which version was delivered

Generate a status-diagnosis JSON that contains no body text.

Typical use: pre-support checks and troubleshooting

Prepare client deliverables with a cover letter and confirmation fields.

Typical use: raising the quality of client sharing

Local signing or RFC3161 TSA timestamps applied to hashes (only the hash is sent).

Typical use: proving a document existed at a point in time

Visualize hash, manifest, timestamp and approval states in one view.

Typical use: seeing the whole evidence picture

Check for tampering using the original file and the manifest / token.

Typical use: verifying authenticity of deliverables

Show hash and evidence status on print / PDF outputs.

Typical use: evidencing paper and PDF submissions

Control section structure by industry, audience, language and output format.

Typical use: standardizing document structure

Locally detect internal jargon, unverified information and prohibited wording.

Typical use: pre-share risk checks

Record obligations, deadlines, responsible people and response status in a register.

Typical use: tracking continuing obligations, renewal dates and response records

Bundle table of contents, evidence, approval log, timestamps and manifest.

Typical use: audit and review submissions

Draft internal governance documents covering roles, procedures and review records. Combine them with version management and approval workflows.

Typical use: preparing governance and internal procedure documentation

Use presets for drafting, reviewing, approving and recording advertising material, linked to the compliance rulebook.

Typical use: organizing internal advertising review

Use a periodic guide for preparing and updating audit binders. It does not run tasks or send documents automatically.

Typical use: scheduling periodic reviews and submission preparation

Review and change Premium feature settings in one place.

Typical use: setting up approvals, evidence and document branding

Organize agendas, discussion points, decision grounds and decisions for investment committee meetings.

Typical use: recording investment committee and management meetings

Organize inquiries, submitted materials and response records. This supports record preparation only and does not conduct reviews on your behalf.

Typical use: organizing financial institution review and inspection records

Record potential conflicts of interest, response policies and review history.

Typical use: maintaining conflict-of-interest records

Organize vendor information, checks, evaluations and review history.

Typical use: documenting vendor selection and periodic evaluation

Switch document sections automatically by audience, share mode and language.

Typical use: tailoring one template to different readers

Manage large numbers of templates at once.

Typical use: template governance for large teams

Free templates require no registration. Pro and Premium are accessed by signing in with an account on this site.

Typical use: signing in to paid-plan features

Free needs no account. Pro supports up to 3 accounts; Premium includes 10 by default plus paid additions and sub-account management.

Typical use: team use and access control

FAQ, priority email, and priority handling on Premium.

Typical use: onboarding and operations questions