Strategy Module

The Strategy Module provides extensive strategy and optimisation modelling tools.

It gives advisers the capability to model both complex and extensive strategies, as well as basic and simple strategies, with flexibility and ease-of-use.

Cashflow & Capital

With Cashflow & Capital, advisers can create multiple scenarios, each with its own unique set of strategies, and view the impact of implementing each strategy.

It also enables the adviser to provide advice based on cashflow, taxation and capital outcomes, and do a like-for-like comparison of the modelled strategies.

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Scaled Advice

Scaled advice provides modelling tools that support decision making around superannuation contributions, retirement and transition to retirement strategies.

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