DICE

Client Relationship Management (CRM) Enables you to enter, view, report and track relevant client information.

STRATEGY

Cashflow and Strategic Modelling Create transactional cashflow and strategic modelling scenarios for your clients. Your
recommendations can then be populated into an advice document as tables or graphs.

ANALYSER

Portfolio Management Perform portfolio modelling, rebalancing and reporting of assets within your client's
portfolio.

PYRAMID

Client Engagement Graphically illustrate and refine your client’s lifestyle and retirement goals using this

wizard driven point of sales tool.

QUICKPLAN

Fast Advice Documents Quickly generate advice documents and track your client's investments.

INC

Risk Comparator Perform an insurance needs analysis for your client or conduct standalone research.

TOOLS

Specialised Calculators Over 25 specialised tools and calculators to assist you with savings, superannuation,
taxation, retirement and insurance... plus much more!