Superannuation just got easier.
How do you track a client's superfund performance if they have more than one fund?
How do you compare the funds if the client wished to consolidate?
How do you know when to 'add more funds' to an individuals account?
How do you trigger the move to another strategy or even move to SMSF?
More importantly how do you engage your client to participate in their retirement accumulation strategy in a manner that is 'cost effective'.
Developed with real-time performance in mind, monitormysuper offers a level of understanding that until now was complicated to incorporate in any reporting model.
Fund performance, Transaction details, and fund growth opportunities are all available within monitormysuper again in a complete reportable and action process method.
Active graphical display of performance is available across 14,000 funds showing 1, 3 & 5 years performance. Confirm contribution levels, unit pricing, buy and sell transactions and even consider SMSF opportunities.
Intuitiveness. flexibility. outstanding client engagement.
Designed to build a 360 degree client relationship, you can remotely advise and update financial information in this ever changing environment.
Unique ICAMS platform.
Monitormysuper ICAMS(Individual Client Account Monitoring Solution) tracks 14,000 plus Retail, and Industry funds, whilst assessing strengthens and weakness of a portfolio.
Monitormysuper intuitive calculator can monitor retirement goals and personal budgets such as
- Assets and liabilities,
- Income and expenditure,
- Future earning capacity.
Monitormysuper monitors superannuation and other investments on a regular basis, provides valuable information relating to and defining personal risk insurance requirements such as: Life Insurance, TPD, Income Protection and Trauma.