Financial document templates, starting free — draft, translate and review.
From free templates for individual investors and traders to document workflows for IB / IFA / FP teams, financial media, advertising review and corporate operations. Pro unlocks all 412 templates and 12-language output; Premium adds approvals, customer-specific customization and Client-safe Summary.
Use free templates without signing up. For individuals and manual review trials.
$0 / year · no account required
Use it free- Browse and use free templates
- Locked preview of paid templates
- Japanese / English output
- Simple Template QA preview
- Document-drafting trial for individual investors and traders
- No membership registration and no account required
A free entry point for trying financial document templates. Paid templates, 12-language output, output history, team workflows and customization requests are not included.
All templates, 12-language output and PDF/A-ready HTML.
Switch to yearly anytime
Billed annually $59 / year
2 months off with yearly billingEverything in Free+
- Browse and use free templates
- Locked preview of paid templates
- Japanese / English output
- Simple Template QA preview
- All 412 templates and all template packs
- 12-language simultaneous output and RTL support
- Template QA and PDF/A-ready HTML
- Output formats: txt / Markdown / HTML / print / PDF / JSON
- Output history and record retention: 12 months, kept in the customer environment
- Up to 3 accounts
- Priority email support
For small IB / IFA / FP operators, sole proprietors and small teams. Customer-specific language additions, template additions, template builder and approval workflows are Premium-only.
Client-safe Summary, approvals, template additions and customer-specific operations.
Switch to yearly anytime
Billed annually $149 / year
2 months off with yearly billingEverything in Pro+
- All 412 templates and 12-language output
- Template QA, RTL support and PDF/A-ready HTML
- Output history retained in the customer environment
- Core Pro workflow features
- Client-safe Summary
- Template Builder, version management and diff view
- Customer-specific template sets
- Advanced approval workflow, up to 3 approval steps
- Customer-specific template / language / feature settings and bulk template management
- Customization requests for language additions, template additions and template adjustments: paid quote and consultation required
- 10 accounts by default, paid additional accounts available
- Output history and record retention: unlimited, kept in the customer environment
For IB corporations, IFA / FP teams, financial media, advertising agencies, review departments and larger IB operations. Only Premium subscribers can request customer-specific paid customizations for language additions and template additions.
※ For Pro and Premium, inputs, output body, output history, audit trails and records are all managed, operated and stored by the customer in the customer environment and are not sent to or stored by SG Group. To the maximum extent permitted by law, SG Group assumes no responsibility for loss, corruption, leakage, alteration or unauthorized access affecting this data, and does not accept any refund, compensation or damages claims arising from it. Prices, plan contents and customization availability may change without notice.
Compare plans
Free is a no-sign-up trial. Pro unlocks all templates and multi-language output. Premium adds corporate, review, team and customer-specific customization workflows.
| Feature | Free | Pro | Premium |
|---|---|---|---|
| Audience & templates | |||
| Main users | Individuals / manual review trial | Solo operators and small IB / IFA / FP businesses | IB corporations, IFA / FP teams, financial media, ad agencies, review teams, larger IBs, review departments and custom operations |
| Template browsing? | Free templates only | All templates | All templates |
| Template use? | Free templates only | All templates usable | All templates usable |
| Template packs? | Preview | All packs available | All packs available |
| Languages & output | |||
| Japanese / English? | ✓ | ✓ | ✓ |
| 12-language simultaneous output? | — | ✓ | ✓ |
| RTL support? | — | ✓ | ✓ |
| Template QA? | Simple preview | ✓ | ✓ |
| PDF/A-ready HTML? | — | Unlimited | Unlimited |
| Output history & record retention? | — | 12 months, kept in the customer environment | Unlimited, kept in the customer environment |
| Operations, approval & audit | |||
| Client-safe Summary? | — | — | ✓ |
| Template Builder? | — | — | ✓ |
| Version management? | — | — | ✓ |
| Diff view? | — | — | ✓ |
| Customization request? | — | — | Language / template additions & template adjustments (separate quote, consultation required) |
| Advanced approval? | — | — | Up to 3 approval steps |
| Document brand settings? | — | — | ✓ |
| Approved boilerplate library? | — | — | ✓ |
| Locked sections? | — | — | ✓ |
| Local audit export? | — | — | JSON export of history, approvals & hashes (no external transmission) |
| Audit-trail mode (body-retention setting)? | Manifest only (body is not stored) | Manifest only (body is not stored) | Default manifest only; optional body retention, encrypted package and legal hold (no external transmission) |
| Industry presets? | — | — | ✓ |
| Client / matter workspace? | — | — | ✓ |
| Compliance rulebook? | Common rules only | Common rules only | Prohibited wording, required disclaimers, share blocking |
| Approval operations board? | — | — | ✓ |
| Shared-version registration? | — | — | ✓ |
| Self-check center? | — | — | ✓ |
| Client submission pack? | — | — | ✓ |
| Timestamp center? | — | — | ✓ |
| Audit-trail chain? | — | — | ✓ |
| Audit-trail verification? | — | — | ✓ |
| Audit-trail seal (print / PDF)? | — | — | ✓ |
| Document playbook? | — | — | ✓ |
| Internal information check? | — | — | ✓ |
| Follow-up management? | — | — | ✓ |
| Submission binder? | — | — | ✓ |
| Conditional section auto-switching? | — | Basic (audience-linked) | Audience / share mode / language linked + presets |
| Bulk template management? | — | — | ✓ |
| Accounts & support | |||
| User accounts / child accounts? | Not required (use free templates without registration) | Up to 3 accounts | 10 accounts standard + additional accounts (paid) |
| Support? | FAQ-focused (no individual support) | Priority email | Email (priority handling) |
Feature guide — what it does and when to use it
A quick reference for what each feature does and the situations it is designed for. Use the “?” buttons in the comparison table to jump to the matching explanation.
Template browsing
See each template’s purpose, usage, input fields and sample output.
Typical use: pre-adoption review, template selection
Template use
Fill in the guided form to generate a polished document.
Typical use: everyday drafting, client-facing drafts
Template packs
Curated template sets grouped by business purpose.
Typical use: adopting templates per workflow
Japanese / English
Output documents in Japanese, English or both side by side.
Typical use: serving domestic and English-speaking clients
12-language simultaneous output
Generate 12 languages at once, including Chinese, Spanish and Arabic.
Typical use: multinational clients, overseas distribution
RTL support
Right-to-left layout for Arabic, Urdu and similar languages.
Typical use: documents for Middle East / South Asia clients
Template QA
Automatic wording and missing-input checks before output; Premium adds rulebook-linked checks.
Typical use: pre-share and pre-review checks
PDF/A-ready HTML
Self-contained HTML that converts easily to PDF/A (not PDF/A certification itself).
Typical use: long-term archiving, submission archives
Output history & record retention
Keep records of when and what was generated, inside your environment.
Typical use: look-backs, internal checks, audit preparation
Client-safe Summary
Prepare a client-facing summary with key points and precautions before sharing.
Typical use: post-meeting follow-up, final pre-share pass
Template Builder
Build and adjust your own templates around internal wording and field structure.
Typical use: firm-specific formats
Version management
Save template revisions as versions.
Typical use: managing wording and disclaimer updates
Diff view
Highlight changes between template versions.
Typical use: reviewing revisions before approval
Customization request
Request paid language additions, template additions and template adjustments (separate quote).
Typical use: firm- or client-specific requirements
Advanced approval
Approval flow with up to 3 steps: approve, return, reject and approval log.
Typical use: internal sign-off before release
Document brand settings
Apply brand name, colors, footer and cover to outputs.
Typical use: consistent client-facing documents
Approved boilerplate library
Manage approved wording with draft / approved / locked / retired states.
Typical use: preventing wording drift and outdated phrases
Locked sections
Keep disclaimers and disclosures in the output even if hidden by settings.
Typical use: preventing omissions before sharing
Local audit export
Export history, approvals and hashes as JSON without body text (no external transmission).
Typical use: audit and internal review records
Audit-trail mode (body-retention setting)
Choose manifest-only, local body retention, encrypted package or legal hold (no external transmission).
Typical use: matching each client’s evidence policy
Industry presets
Presets for FP, IFA, IB, insurance, advertising review and more.
Typical use: industry-fit outputs and rules
Client / matter workspace
Organize documents and settings per client or matter.
Typical use: running many clients in parallel
Compliance rulebook
Define prohibited wording, required disclaimers and pre-share checkwords to strengthen pre-checks.
Typical use: checks before client sharing or ad review
Approval operations board
Visualize pending, returned and approved items in one view.
Typical use: tracking team approval status
Self-check center
Generate a status-diagnosis JSON that contains no body text.
Typical use: pre-support checks and troubleshooting
Client submission pack
Prepare client deliverables with a cover letter and confirmation fields.
Typical use: raising the quality of client sharing
Timestamp center
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
Audit-trail chain
Visualize hash, manifest, timestamp and approval states in one view.
Typical use: seeing the whole evidence picture
Audit-trail verification
Check for tampering using the original file and the manifest / token.
Typical use: verifying authenticity of deliverables
Audit-trail seal (print / PDF)
Show hash and evidence status on print / PDF outputs.
Typical use: evidencing paper and PDF submissions
Document playbook
Control section structure by industry, audience, language and output format.
Typical use: standardizing document structure
Internal information check
Locally detect internal jargon, unverified information and prohibited wording.
Typical use: pre-share risk checks
Follow-up management
Track next checks, deadlines and follow-up items.
Typical use: preventing missed client follow-ups
Submission binder
Bundle table of contents, evidence, approval log, timestamps and manifest.
Typical use: audit and review submissions
Conditional section auto-switching
Switch document sections automatically by audience, share mode and language.
Typical use: tailoring one template to different readers
Bulk template management
Manage large numbers of templates at once.
Typical use: template governance for large teams
User accounts
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
Support
FAQ, priority email, and priority handling on Premium.
Typical use: onboarding and operations questions
How to choose
Choose by template coverage, languages, output history, team approvals and whether customer-specific customization is needed.
Try without signing up
Use free templates such as a trading-plan draft and review the structure and output style of financial document templates. Paid templates remain locked previews.
Use all templates in daily work
Use all 412 templates, including IB partnership emails, IFA / FP documents, advertising review notes and client-facing drafts, with 12-language output and PDF/A-ready HTML.
Teams, review and customer-specific workflows
For IB corporations, financial media, ad agencies and review departments that need approvals, versioning, diff review, Client-safe Summary and paid customer-specific customizations.
Designed so inputs, outputs and audit trails are not sent to or recorded by SG Group
Financial Templates Hub is document-drafting support. Inputs, generated body text, output history, audit trails and records are intended to be managed, operated and stored by the customer inside the customer’s browser or contracted customer environment.
Managed and stored in the customer environment
Inputs, output body, output history, audit trails and records are all managed, operated and stored by the customer in the customer environment. They are not sent to or stored by SG Group, and are not provided as SG Group-side storage.
Drafting support
Templates support drafting, organizing and review. They do not replace investment, legal, tax, AML, KYB or KYC judgments.
Same policy for languages
The same handling policy applies to Japanese / English, 12-language output and RTL output. Required checks remain the customer’s responsibility.
Account design
Free requires no membership. Pro supports up to 3 accounts. Premium includes 10 accounts by default, with paid additional accounts available.
Billing, customization and refund policy
Choose monthly or yearly billing. Customer-specific customization requests are Premium-only and require a separate quote and consultation.
Monthly or yearly
Yearly pricing is set at roughly 10 months of the monthly price. See the plan cards above for USD prices.
Customization requests
Language additions, template additions and template adjustments are paid Premium-only customizations. Scope is confirmed first, then quoted separately.
Refunds and changes
No prorated refund, offset, reduction or credit is provided for mid-term cancellation, plan changes, unused periods or non-use. All data — inputs, output body, output history, audit trails and records — is managed, operated and stored by the customer, at the customer’s own responsibility, within the customer environment. To the maximum extent permitted by applicable law, SG Group accepts no liability for any data-related event of any kind or cause — including loss, corruption, deletion, leakage, alteration, unauthorized access or unrecoverability, whether arising from the customer environment, device / server / network failures, third-party services, malware, or account and password mismanagement — and will not accept any monetary claim on such grounds under any name, including refunds, reductions, compensation or damages (including indirect or special damages such as lost profits, lost opportunities or data-recovery costs). Prices, features and contents may change without notice.
Start free, unlock all templates with Pro, and move to customer-specific workflows with Premium.
You can start immediately with free templates. Tell us your workflow if you need all 412 templates, 12-language output, team approvals or customer-specific customization requests.
Please read before using
- Financial Templates Hub is a template tool that supports drafting, organizing and reviewing financial-related documents. It does not provide investment advice, trade recommendations, legal advice, tax advice, AML / KYB / KYC advice or a guarantee of regulatory conformity.
- Template QA, Client-safe Summary, approvals and diff view support wording review and operational checks. They do not guarantee legal, tax, advertising-review, suitability or regulatory compliance.
- Public registrations, licenses, broker information, partner information and commission terms must be verified against official sources, contracts, internal rules and qualified professionals. A “no match” or “no warning” indication is not proof of safety or legality.
- Inputs, generated body text, output history, audit trails and records are not sent to or stored by SG Group and are designed to be managed, operated and stored by the customer in the customer environment. File storage, account management, passwords, outputs, audit trails and records, along with their sharing and internal approval, are the customer’s responsibility. To the maximum extent permitted by applicable law, SG Group assumes no responsibility whatsoever for any data-related event, including loss, corruption, disappearance, leakage, alteration or unauthorized access, and does not accept any claim for refund, compensation or damages (including indirect damages such as lost profits) arising from it.
- Premium customization requests are limited to implementation of document-template features such as language additions, template additions and template adjustments. They do not substitute for investment, legal, tax, regulatory or contract judgments for individual matters.
- Prices, features, template count, support scope and customization availability may change without notice. Some customization requests may not be supportable depending on scope.

