Strategy

Within the 'Strategy' section of the user manual, you will find detailed explanations on how to best utilize the following modules -

•Calculators - client facing calculators use to perform scenario analysis /used in the Client Portal

•Contribution Optimizer - aids advisers in calculating contributions without breaching the contributions cap

•Needs Analysis - the insurance needs module within AdviceOS

•Transitions - aids advisers in implementing a full TTR

•Retirement - aids advisers in calculating the length of time taken to exhaust retirement funds

•Cashflow and Capital - the most comprehensive financial strategy modelling tool available to users within AdviceOS. Multiple scenarios can be created each with its own unique set of strategies applied. It allows you to see the impact of each strategy and also enables you to provide advice based on cash flow, taxation and capital outcomes.