Personal needs analysis:  Enables the advisor to engage the client in the life insurance needs of the client and to display multiple applications speedily and efficiently.

Estate reconciliation:  The system enables automatic assessment of the client’s estate needs and reconciles efficiently the estate needs while allowing the input of extraneous issues.

Testamentary Planning:  Deals competently with testamentary applications and Testamentary Trusts.

Disability Needs Analysis:  Automatic application and range of “what ifs”.

Trauma Needs Analysis:  Ability to offer a variety of solutions based on information already held within the system plus a variety of “what ifs”.

Superannuation Needs Analysis:  The system has the capacity to utilise data automatically to analyse the superannuation requirements of a client with a range of “what if” alternatives.

Superannuation packaging:  The system easily demonstrates Superannuation Salary packaging and the ability to stretch income with a variety of innovative applications.

Deceased Estate CGT Planning:  The ability to apply both the “frozen indexation” and the “discount” methods to assess deceased estate CGT requirements