TOOLS
INTERACT
Take your client conversations to the next level with our interactive tools. Bring your client meetings to life, support your conversations and reinforce key insights into investing wisely.
Tools designed to support you and your clients
Manager allocator

Use this tool to easily produce a report that shows the asset, fund and manager allocation of your client's portfolio.

 

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Investor style quiz
A simple tool to help you to get an understanding of your client’s risk profile and help you select an appropriate portfolio.

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Retirement lifestyle selector
Move you client conversation away from account balance and towards ongoing retirement adequacy. This useful interactive tool may help your clients visualise what their life could look like when they retire.

 

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Economic Dashboard
A visual tool to help you talk to your clients, this dashboard identifies a few economic and market indicators to help the identify current economic health and general market trends.

 

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Cycle of emotions
Take a look at the impact the markets could have on our emotions.

 

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Value of staying invested
Although the markets might return a loss in difficult years, this tool shows the returns a client could have experienced had they stayed invested. Using weighted averages, it also demonstrates the difference in volatility and returns between lower risk and higher risk strategies.

 

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ACCESS

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