Product Comparison

Easily conduct in-depth product research for feature & fee analysis.

Used in conjunction with Total Portfolio Analysis, Product Comparison provides both product comparisons and projections.

With Product Comparison, you can perform a like-for-like comparison across a range of product replacement scenarios in minutes, and generate comparisons based on matching portfolio balances and composition across platforms. You can also run a simple balance projection on each of your existing and proposed portfolios to show the impact of fees over time.

Product Comparison aims to provide clear and concise analysis and help you generate SOA aligned to your client’s objectives.

Product Comparison is available as part of the Product Module in AdviceOS

• Run a true like-for-like product comparison across superannuation, pension and investment products.
• Reduce the time required for in-depth product research from hours to under 30 minutes.
• Run a true like-for-like product comparison across superannuation, pension and investment products.
• Built with flexibility in mind – you can access Product Comparator from any device on any browser.