Product recommendations

Product advice

Advisers can create product recommendations across the following products:

• Superannuation
• Retirement income streams
• Wrap/Mastertrusts
• Investment bonds

Advisers can choose to specify their preferred products and/or rely on the PrimeSolve optimsiation engine to find a ‘best product fit’. The best product fit will utilise the PrimeSolve scoring system to determine which product is suitable.

*The product scoring system factors in the client/s unique circumstances and their objectives. Refer to the PrimeSolve technical guide for more information.

*If the product recommendation is to replace an existing product a full comparison showing the impact of the rollover is made within the model. If a new product is recommended and their is no existing product, such as a Wrap/Mastertrust in a client/s personal name, the model will automatically compare 2 other providers. All of the comparison information is made available under the best interest comparison results page.