Run product comparison

The PrimeSolve superannuation and pension product retirement engine will automatically compare the entire market. Each product will be allocated a score based on the following scoring system:

Select ratings system overview

To generate the preferred product the engine will step through the following process:

1: Has the adviser set a preferred product?

2: If no preferred product has been set at adviser level, PrimeSolve will refer to the advice group preferred product settings and choose the product with the highest rating that is deemed acceptable by the advice group under assumption section:

3: If the advice group has not set any acceptable products, PrimeSolve will choose a preferred product that has the highest score and is consistent with the client requirements for a chosen superannuation fund. For example, if a client specified that they require access to a broad investment menu, then products that don’t fit that requirement will not be available for consideration.

Select link to view knockout events

Note: Once the preferred products are generated, they will be added to the main optimisation problem for consideration. Rollover recommendations will only be generated once the optimisation engine confirms that maintaining monies in that entity is optimal.

For example: Assume a client has Superannuation Fund A, and this step has confirmed we should be using Superannuation Fund B, the rollover recommendation will only occur once the optimisation engine has confirmed that a rollover to a retirement income stream is not applicable.