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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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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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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