Product Comparison

Used in conjunction with Total Portfolio Analysis, Product Comparisons provides both product comparisons and projections.

With Product Comparisons, you can perform a like-for-like comparison across a range of product replacement scenarios in minutes, and generate comparisons based on matching portfolio balances and composition across platforms. You can also run a simple balance projection on each of your existing and proposed portfolios to show the impact of fees over time.

Product Comparisons aims to provide clear and concise analysis and help you generate SOA aligned to your client’s objectives.

Training Video

This training video runs for just over 13 minutes and provides an overview of the Product Comparisons feature.

This training video walks you through setting up model portfolio's for use in conjunction with the 'run hypothetical' feature.

Training Manual

The Product Comparison training manual  provides a step-by-step guide to using Product Comparisons.