Investment Types
SmartCompare` provides you access to over 37,000 different investment types.
These investments are group and may be searched as follows;
All investments
All Managed Funds
All ASX
All Investments by Wrap Provider
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(Search by Wrap Name - Resulting in underlying investments)
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All Favorite Investment types Only
To search for any type of investments you require either Fund/Investment name or APIR code for the investment.
The results will be displayed on the screen ready for selection.
On the screen you can view the Past Performance, Asset Allocation and Fund description including timeline.
You then have 3 options to consider
#1. Save fund as favorite
#2. Link fund to client (This will like the fund in a WATCH list)
#3. Perform new search
Comparing the Investment
To compare funds you simply ADD the investment type to your clients watch list.
This is done from the client WATCH list
NOTE:
You can ADD as many investments as you like to a clients Watch List
You can COMPARE as many investments as you like within a clients Watch List
Within the Compare list you can view and compare and calculate* the following;
Fund Fees
Platform Charges
Apply discounts
Insurance
Asset Allocation
Historic Performance
Probability outcomes
Retirement Outcome
Graphical Outcomes
Income Longevity
Include Salary Sacrifice options
Break in Work periods
Desired income at retirement
Include Aged Pension
Include Spouse contributions
Comes pre-loaded with Age Pension fees
Included in SOA generation
Compare Funds to Clients Risk Profile
Unlimited comparison
* subject to AFSL customization
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