Start with your position on theirs

Give them an at-a-glance—but interactive—view of their net position, assets, liabilities, income, expenses and insurances.

Compare asset scenarios visually, easily

Visualise current, proposed and target asset allocations for growth and defensive strategies, without any legwork.

Take your clients on an interactive tour of their investment strategy

Bring their portfolio journey to life by interacting with their data, straight out of IPS.

Visualise your investment proposals

Automatically display projections for wealth, fees and income from the data in your WealthSolver scenario.

Note: This slide is not available with IPS as IPS does not provide projections data.

Ensure understanding is easy, but with all the detail ready to go

Lead with a simple net wealth picture, then drill down to the particulars as your client requires.

Make managing risk less risky

Show them at a glance how they’re covered, then manage questions and education by diving into all the detail from Risk Researcher.

Quiz them to ensure—and log—their understanding

Check if they understand the insurance types, show educational videos if they don't, and track all the time spent for compliance.

Clarify your clients' essential coverage needs

Make it easy for them to understand the cover they need, with all the detail from your chosen Risk Researcher scenario.

Recommend what's appropriate, and easily show them why

Create scaled insurance SOAs that ensure compliance, with all data straight out of the Risk Researcher scenario. No editing required.

Simplify the implications of different coverage choices

Give them clarity with side-by-side comparisons of their current coverage and your recommendations.

Ensure complete transparency

Guarantee full disclosure in your insurance SOA without lifting a finger, with commissions data from your Risk Researcher scenario.

Slice and dice asset data your way—and theirs

Choose to visualise asset data in a chart, a table or both. Set it how you like it, but change on the fly to suit your client.

Highlight what matters most to your clients

Automatically visualise your client’s goals to guide your advice review—with objectives, status and notes all straight out of Xplan.

Let your clients seamlessly commit to implement changes

Gain digital client commitment to proposed adjustments on the spot, and automatically turn them into actions.

Reinforce your client’s safety net

Make it easy for them to see that they’re covered, and surface all the detail at the touch of a button.

Let your clients seamlessly commit to simple changes

Gain digital client commitment to proposed adjustments on the spot, and automatically turn them into actions.

Remind your clients where they said they want to be

Use their visualised risk profile as a baseline for asset allocation comparisons and your recommendations.

Make displaying the fees less of a cost

Automatically list all the relevant fees for your investment proposal, with data from IPS or your chosen WealthSolver scenario.

Apply your branding consistently across your team

Configure your Ready Review templates with your group’s or practice’s brand logo, colours and images.

Add, update, publish and sync compliance slides to everyone instantly

Using PresoManager and your suite of included templates, publish new slides or make company or compliance changes, knowing the next document anyone creates will automatically be up to date.