Product Information

Overview

There are three critical aspects to consider when evaluating financial advice software:

1. Understanding the strategy - both theoretically and practically
   
2. Accurately calculate and display the benefits of the strategy to the client
• Accurate and readily presentable
• Usable in front of clients as Point of Sale tool
• Provide results with a minimum of data entry but allow more complex modelling when the situation requires it
• Reduce the time required to providing top level strategic advice
3. Producing the advice documentation in a quick and efficient manner.
• Tools should quickly produce an insert which can be included as part of any Statement of Advice or report for a client. Performing all of the calculations only saves 1/2 the time if you must then manually insert it all into your advice document
• Output to Microsoft Word, allowing you to further customise or change the output as required for the particulars of your client.

Our software is designed by practicing Financial Advisers, and are designed to make all THREE as easy as possible!

Modules

Transition to Retirement

Optimises a Transition to Retirement strategy for a client, allowing customisation of all aspects of the projection. More information...