Comparison Chart

Trynkett has five significant products, each with their own unique features. Learn and compare how WealthMAP™ can benefit you with all the features offered.

  MMS PRP muniBox AOC MiFunds
Powerful & Simplistic Operations
  • Complete client demographic storage
  • Multi-point notice dispatching
  • Affiliate management tools
  • Adviser Market Intelligence facilities
  • On-line marketing tools
  • Supports multiple fund members
  • Personal Risk tracking
  • Individual investment tolerance threshold monitoring
Yes No Yes No Yes
  • Complete Adviser control
  • Adviser - client passive monitoring
  • Adviser – client active monitoring
  • Monitoring frequency selector
  • Auto-notification responder facilities
  • Compliance tracking 'time & date' stamp
Yes Yes Yes Yes Yes
  • Retirement Goal forecasting
  • Retirement Goal monitoring
  • Client 'What if' calculator
  • Client Personal Circumstances monitoring
  • Advance Client Personal Circumstance tracking
  • Automatic Net income recalculating facilities
  • Automatic Retirement Goal shortfall notification
Yes No No Yes Yes
  • Personal budget facilities
  • Retirement income longevity forecasting
  • Personal Risk Automatic calculator
  • Trauma Risk tracking
  • TDP tracking
  • Income protection tracking
  • Contribution strategy modelling
No Yes No Yes No
  • Individual investment risk profiling
  • Lost super tracker
Yes No No No Yes
  • Years to retirement
Yes No No Yes Yes
  • Full Trustee edit facilities
No No No No Yes
  MMS PRP muniBox AOC MiFunds
Market Data Retrieval
  • Daily fund up-dates
  • Expanded fund data
  • Search by fund name
  • Search by APIR code
  • Stored last fund value
  • Stored unit value
Yes No No Yes Yes
  • Daily fund balance
  • Fund Performance monitoring
  • 14,000+ retail & industry fund monitoring
  • Individual Client Fund performance parameters
  • Historic Market data retrieval
Yes No No No Yes
  • ASX data
  • 2,400+ securities
  • Corporate Bonds
  • Floating Rate Notes
  • Convertible Notes
  • Exchange Traded Funds
Yes No No No Yes
  • Listed Investment Companies
  • Listed Investment Trust
  • Absolute Return Funds
  • Stapled Securities
  • Warrants
Yes No No No Yes
  • Exchange Traded Options
  • Sydney Future Exchange
  • ASX Listed CFD
  • GICS
  • Overseas Indices
  • Commodities
  • Currencies
Yes No No No Yes
  MMS PRP muniBox AOC MiFunds
Contribution Creator
  • Contribution strategy creator
  • Salary sacrifice
  • Co-contribution
  • Low income Tax offset
  • Lump Sum
No No No Yes No
  • Automatic contribution tracker
Yes No Yes Yes Yes
Dynamic output capabilities
  • Snapshot Reports notification
  • Multi-point email ability
  • Full print facilities
Yes Yes Yes Yes Yes
  • Customisable notification reports
  • Client usage tracking
  • Graphical Historic fund performance 1-5 years
  • SMS Alerting
Yes No No Yes Yes
  • Client engager monitoring
  • TTC – (Text to Client) messaging
  • 7 day notification reminder
Yes Yes Yes Yes Yes
  MMS PRP muniBox AOC MiFunds
User interface
  • User Browsing facilities
  • Easy to use interface
  • 100% web based
  • Intuitive results modelling
Yes Yes Yes Yes Yes
  • Search by client name
  • Search by group listing
Yes Yes Yes Yes Yes
Administration / Permissions
  • Import Wizard for use with practice management solutions
  • Client Data Synchronisation with 3rd party solutions
  • Secure Digital data storage
  • Client activity reports
  • User activity tracking & reporting
  • Portal activity tracking
Yes Yes Yes Yes Yes
  • Bulk up-loading Client data
Yes No No No Yes
Support
  • Free unlimited support
  • On-line Live Chat
  • On-line Help
  • 1st choice software up-dates
  • No installation required
Yes Yes Yes Yes Yes
  • Administration and account activation
Yes No Yes No Yes

If you have any questions or can't find what you are looking for, feel free to Contact Us

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