What are the product benefits?
The PrimeSolve modeling platform enables you to run a full before and after projection until a client/s life expectancy. Key features include:
- Ability for advisers to pre-determine recommendations or optimise.
- Optimisation is performed over both strategy and the unique product universe of each advice group.
- Create multiple models to compare scenarios.
- Projections are conducted across multiple tax entities.
- Ability to rank and prioritise objectives with the model.
- Compare over 600+ products across superannuation, pension, wrap & investment bonds.
- Comprehensive risk comparison engine across group and retail insurance comparing over 1,000+ insurance plans.
- Ability to run simulations and perform sophisticated risk analysis.
- Optimise across multiple years rather than year by year.
- Automated best interest generation.
- Stress test capability to isolate the impact of each recommendation.
- Objectives attribution for greater insight into how each objective impacts the model.
Client dashboard example
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