Features in depth

  • A unique tool capable of identifying, analysing and comparing a wide range of products.
  • Coverage includes life, health, retirement, investment and offshore products.
  • Comprehensive and detailed suitability reporting.
  • Simply compare products or tailor research and reports specifically for your client.
  • Product features and conditions can easily be accessed and viewed.
  • Detailed product facts sheets, available as PDF files for every available product.
  • Detailed audit trails help evidence any advice given for both clients and regulators alike.
  • All research is automatically saved and stored for future reference.
  • 100% online. The software does not require any downloads, installations, updates, components or plug-ins.
  • Research can be shared across an entire firm in an instant or can be sent between advisers and para-planners for effective working. Compliance officers can also remotely check research carried out by any adviser thanks to the unique head office functionality – essential for TCF.
  • Functionality exists for to create preset criteria by way of research templates, giving instant guidance to advisers on product research.
  • A choice of sector classification schemes for analysing past performance where appropriate.