Introduction

Welcome to PrimeSolve – Next generation financial modelling

Legacy financial planning software traditionally relies on the adviser or papaplanner modelling strategy alternatives. Furthermore, advice recommendations are often delivered over multiple modules. Product and strategy recommendations are kept seperate, and building out an entire comprehensive advice strategy is both cumbersome and increases the risk that important advice strategies will be missed.

Welcome to PrimeSolve, a radical new approach to financial modelling. Leveraging our robust and sophisticated optimiation algorithm, PrimeSolve is able to produce a comprehensive financial model that incorporates all advice topics within 1 module. PrimeSolve is able to deliver comphrensive recommendations in minutes. The platform deals with multiple entites, superannuation, tax, social security, and a host of other potential strategy pathways to meet the client’s lifestyle and financial goals.

Each financial model provides valuable insights into your clients projected position, retirement adequacy, ability to meet their stated objectives. Accompanying each model is a detailed overview of the benefit of optimised advice recommendations, ensuring you can impress you clients with the value of advice provided over time (see model results for more detail).

A summary of your financial model can be delivered to your client via our strategy map template. Additionally, you can request to turn your financial model into a full functioning Statement of Advice (via our in-house paraplanning services).

The PrimeSolve neural network optimises over 200+ strategy recommendations simultaneously across multiple entities. To review the range of strategies search via our neural network map click here to find a strategy topic