AdviceOS - Product Comparisons Feature

Best interest matrix

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.

Run a true like-for-like product comparison across superannuation, pension and investment products.

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.

Reduce the time required for in-depth product research from hours to under 30 minutes.

Our previous Super to Super, Pension to Pension, Invest to Invest and Super to Pension features combined in one simple tool.

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.

Built with flexibility in mind - you can access Product Comparator from any device on any browser.

How to get started with Product Comparisons

To get a demo of Product Comparisons or for access to the Product module contact our sales team today: sales@midwinter.com.au.

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