---
title: Advisor note templates
slug: advisor-note-templates
docTags: 
createdAt: 2025-09-10T13:43:45.463Z
---

Advisor notes templates help you standardize documentation across your investment advisory workflow while ensuring consistency and compliance. Templates are available for all advisor notes throughout the investment advisory flow.

### Key features 

**Dynamic Content Support:** For advisor notes displayed on the purpose and risk page, you can add dynamic text that automatically adjusts based on the selected risk level.
**Universal Coverage:** Templates can be applied to all advisor notes within the investment advisory workflow.

### Common Use Cases

Templates are particularly valuable for organizations looking to:

- **Guide advisors** on what information to document in different sections of Deep Alpha
- **Standardize documentation** across your advisory team for consistent client communication
- **Ensure compliance **by incorporating your internal guidelines directly into the documentation workflow

### See It in Action

Watch the video below to see advisor notes templates in practice:

::embed[]{url="https://youtu.be/bTIGF9gY9y8"}