Easily conduct in-depth product research for feature & fee analysis.
Used in conjunction with Total Portfolio Analysis, Product Comparisons provides both product comparisons and projections.
With Product Comparisons, 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 Comparisons aims to provide clear and concise analysis and help you generate SOA aligned to your client’s objectives.