Give sound rollover advice with XPLAN SuperSolver.
Advising clients on the rollover or consolidation of their superannuation is central to the advice process. The XPLAN SuperSolver research module determines an appropriate reasonable basis for rollover advice.
Side-by-side comparison.
Enter a client’s existing superannuation or pension fund details for comparison with your proposed solution. A side-by-side view highlights important aspects, such as fees, commissions, asset allocation and diversification.
XPLAN SuperSolver compares up to four funds side-by-side, allowing you to analyse features such as:
- history and details of the superannuation fund
- product options
- fees
- investment options
- insurance options.
Effortless Statement of Advice (SOA) for rollover.
Full product features and benefits are available for each fund, letting you compare existing and proposed superannuation or pension funds (industry, retail or platform) on a variety of levels, such as fees, projections, commissions, rebates, investment options and portfolio selection.
Complete PDS Library.
The XPLAN SuperSolver Product Disclosure Statement (PDS) library contains all current super and pension funds and any associated forms or supplementary PDS forms.
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Features
- Compare fund features side-by-side
- PDS and associated forms for all current superannuation and pension funds
- Compare client's existing and proposed superannuation or pension
- Construct custom funds ad-hoc or based on researched funds
- Integrate rollover details into the SOA process
- ISO 9001:2000 Quality Assurance accreditation
Product: XPLAN SuperSolver
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"Take the complexity out of rollover advice analysis."
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