Client Data Collection:

• Personal Information
• Financial Information
• Assets & Liabilities
• Goals & Interests

Risk Profile & Investment Strategy Objective (ISO):

• Online questionnaire to establish client's ISO and assist client understanding of associated risk.

Analyses Of Financial Positions - Before & After Recommendations:

• Projections - Wealth Accumulation & Retirement
• Tax
• Cash Flow
• Asset Allocation
• Assets & Liabilities

Strategy Creator & Calculator Tools:

• Quick Wealth & Retirement Projections
• ETP & Rollover Calculator
• Allocated Pension Simulator
• Centrelink
  • Age Pension
  • Disability Pension
  • Newstart Allowance
  • Carer Allowance
  • Widow Allowance
  • Sickness Allowance
• Loan & Mortgage Repayment Calculator
• Investment Gearing Simulator
• PAYG Calculator

Plan Generator

Financial Plan Text Templates

Mail Merge / Data Extract

Import / Export Client Data for Para-planning.

Reports

Client Maintenance

User Access & Security Maintenance

Online Help Module

ADDITIONAL MODULES
Managed Fund Information & Price Data Feed
ASX Share Price Data Feed