The Funds Base module allows you to conduct research and comparison for super, pension and investment platforms. In this module you are also able to create your custom platforms on user level.

Superannuation, pension and investment menus work in an identical way.

Superannuation, Pension and Investment fees

In the FundsBase fees menus you can view the platform details, fees and charges along with investment options for the product selected. In addition you are able to copy a platform to create a custom platform and make any changes to the investment options and fees as required.

Your user permissions allow you to create custom platforms on a user level and not at practice or dealer group level.

Creating a custom platform

1.Click “Copy” in the fees menu, ensuring you are in the pre-loaded platform view

2.Double click the fields in investment options to make amendments or click “Add option” to add manual option

3.Enter any fees or charges

4.Select “Save” to save or

5.“Delete” to delete the custom platform

6.Click “Quick Print” to save as report if needed

Features

In the Features menus for Superannuation, Pension and Investment, you can view a summary of the platform features.

Platforms comparison

In the platforms comparisons for Superannuation, Pension and Investment, you can view a comparison of two platforms for fees, features and investment options.

Use the dropdown arrows to select your platforms and click the plus sign to expand each section.