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Research & Analysis Tools

Product Switch Analysis

Quickly, Easily, Compare

The features and charges of your clients existing policies can be compared against potential new products quickly and easily using the integrated Switch Analysis Report. 

You can consider Pensions, ISA’s, General Investment Accounts and Drawdown plans. And in addition to one-to-one comparisons, you can also look at existing policies against multiple potential new products or show the effects of combining several existing plans into one. 

Our Product Switch Analysis functionality is built-in as standard, removing the need to purchase additional software licences or copy data from one system to another, saving you time and money when producing your suitability recommendations. 

Side-By-Side, Suitable, Calculations

The Feature Comparison Report shows a side-by-side view of both the existing and comparison schemes with handy colour coding to highlight the differences in functionality. 

This report also calculates the total average annual charge for each policy when considering a product switch, while the Reduction-In-Yield calculation helps you to demonstrate the increase in annual growth required to compensate for any additional charges. 


Next Steps

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