Client Risk Profiling:  A scientific approach to assessing a client’s desired asset allocation given a variety of circumstances.

Risk evaluation:  Determines the necessary returns for a client given a certain asset allocation commensurate to a client’s risk profile.

Benchmarks:  The establishment of certain levels of asset allocations for a prospective client and the ability to involve the advisor, with a knowledge of markets, to intervene manually.

Graphic variations:  The visual representation of variances between the benchmark and actual product asset allocations thereby enabling the advisor to re-weight the client’s portfolio at intervals.

Graphic Asset allocations:  Graphic display of asset allocations in a variety of formats.

Yield Projections:  Automatic projection of yields and performance with advisor designated rates of return.

Product comparisons:  The ability to select a range of products to compare together with a variety of indices.

Indices comparisons: The ability to select a range of indices to compare together with a variety of products.

Gearing calculator:  Loanback calculator specific to Friendly Society application with the ability for the advisor to change a variety of assumptions.

Fund Allocation (Modelling):  Easy use of product selection process to model a variety of applications as well as the capacity to modify the model.

Cash Flow analysis for model:  Post planning cash flow projection based on a variety of advisor inserted assumptions.

Income Tax summary for Model:  Automatic income tax summary of the model and pre-existing assets.

Automatic implementation of accepted (model) plan for monitoring purposes.