Strategy Comparison Reports
Comparison Reports allow advisers to compare scenario results side-by-side.
All of the Comparison Reports are accessed from the 'Comparison Reports' tab from the left-hand menu.
- The Prospera Report compares two scenarios in a very client-friendly graphical and numerical format, comparing results in key areas of financial importance. (See example below)
- The Strategy Comparison Reports compare up to four scenarios, in a number of different report types, in either numerical or graphical format, comparing results at key time intervals during the life of the plan.
* Standard Report (results at 5 years, 10 years, retirement and model end)* Phase KPI Report (results at points when client situation changes phase to consolidation to retirement, and model end)* Covering Expenses in Retirement(graphical display showing how the client's retirement lifestyle funding will be met each year, from each source)* Compare TTR
- The Credit Report has been designed for use by Authorised Credit Representatives to assist with meeting Responsible Lending obligations. The Credit Report is a written preliminary assessment that the proposed credit contract is not unsuitable for the consumer.
The Prospera Report has been designed to show clients the benefits of your advice.
The report compares their current situation against what they could achieve if they implement the adviser's recommendations.
A snapshot of the overview page of this report is included below:
The Strategy Comparison Report has been designed to compare the projected outcomes of up to four scenarios, in various formats.
Screenshots of the report types are included below:
* Standard Report and Phase KPI Report options (select from the dropdown menu)
* Covering Expenses in Retirement option (select from the dropdown menu)