Features and benefits

• One stop wealth management

  Wealth Optimiser allows you to include even non-portfolio assets in the analysis. This means you can talk to your client with knowledge of their true asset position and also outline how they might manage these assets more effectively if incorporated within the portfolio.

• Flexible lifetime cash flow planning

  Linking financial objectives to events like retirement rather than a date gives you absolute flexibility in lifetime cash flow planning. Showing the impact of different courses of action will save you time in one quick step.

• High quality reporting

  The future of advisory business will demand high quality in-depth reports to support your firm’s investment strategies. The reporting capability in Wealth Optimiser does just this, saving you time and effort and giving a consistent, accurate and professional suite of reports that will demonstrate real value for money within a fee based structure.

• Seamless integration with Adviser Office

  Wealth Optimiser is fully integrated with Adviser Office, so time spent re-keying information into a financial planning tool is a thing of the past. Now you will get an instant, accurate and up to date reflection of your client portfolio with one click.

• Versatile model construction

  Until now, the level of detail that advisers require in the construction of models hasn’t been available. Wealth Optimiser puts that right with its completely flexible model construction. Models can be created based on a wide range of attributes, can be time based, and through the use of sub models can be specified right down to the particular instruments and funds that are used.

• The full tax position at your fingertips

  The depth of information held within Wealth Optimiser and transferred from Adviser Office shows the full extent of the tax position at any point in the cash flow forecast. This means you can clearly demonstrate the impact of choices to the client.

• Powerful ‘what if’ scenario planning

  In Wealth Optimiser, you can show your client the effect of different courses of action and the impact of the objectives they have on their wealth in the future. You can deliver the most effective plan for your client and you can even compare multiple scenarios at one time.