Date post: | 08-Aug-2015 |
Category: |
Economy & Finance |
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• Convert Clients FAST!• Save Thousands of Dollars in lost efficiencies
and para-planning costs.• Save Countless hours of time• Provide modern, holistic advice (finance, property,
super, managed investments and insurance)
• Produce The Accumulator Report, a Strategy Paper and a Statement of Advice in just TWO MINUTES!
THE FOLLOWING PRESENTATION DEMONSTRATES HOW SIMPLE IT IS TO USE THE
SOFTWARE FROM START TO FINISH AND THE DRAMATIC DIFFERENCE IT CAN MAKE TO THE
EFFICIENCIES OF YOUR PRACTICE
BEFORE USING THE SOFTWARE SET UP YOUR ADVISER DETAILS, ADVICE FEE TEMPLATES AND
PREFERRED INVESTMENT PRODUCTS.
TO DO THIS YOU SIMPLY OPEN THE SOFTWARE AND SELCT ‘NEW’ FROM THE ‘OPEN DATA FILE’ WINDOW AND CALL THE FILE ‘ADVISER TEMPLATE’. THEN
USE THE ‘CLONE’ BUTTON TO WORK WITH EACH NEW CLIENT.
CLICK HERE TO SET UP
YOUR ADVISER
AND PRODUCTDETAILS
THERE ARE THREE KEY MODELING SCREENS1. YOUR CURRENT POSITION
2. STRATEGY SELECTION3. YOUR FUTURE POSITION
IMMEDIATELY IDENTIFY YOUR CLIENT’S “GAPS”
THE ‘ANNUAL ASSET SHORTFALL’ IDENTIFIES
HOW MUCH ASSET GROWTH THE CLIENT
NEEDS TO MEET THEIR TARGET WITHIN THE TARGET TIMEFRAME
THEN SELECT A VARIETY OF STRATEGIES TO SHOW YOUR CLIENT HOW YOU CAN IMPROVE
THEIR CURRENT POSITION
SELECT THE RELEVANT STRATEGY
EXAMINE EACH
STRATEGY IN GREATER DETAIL, IF REQUIRED
SELECT ‘EXAMPLE’ INSURANCE FIGURES, OR
SELECT ACTUAL
INSURANCE COSTS THAT HAVE BEEN ENTERED IN
THE FACT FIND AREAS
INSTANTLY SHOW THE
VALUE THAT EACH
STRATEGY ADDS TO
THE CLIENT’S POSITION
PRESENT YOUR CLIENT WITH THEIR POTENTIAL FUTURE POSITION
ANALYSE THE ‘BEFORE TAX’ (REAL WORLD’) AND ‘AFTER TAX’ MONTHLY
CASH-FLOW POSITION IN RELATION TO THE SELECTED INVESTMENT BUDGET
IDENTIFY BUDGETARY SHORTFALLS AND SELECT
HOW ANY BEFORE TAX SHORTFALL WILL BE
MANAGED
USE THE DYNAMIC CASH-FLOW MAPPING TOOL TO ILLUSTRATE CASH-FLOW
AND SHORTFALL MANAGEMENT
ILLUSTRATE WHETHER THE
SELECTED BUDGET AND STRATEGIES
WILL ACHIEVE THE ASSET
ACCUMULATION TARGETS
SUMMARISE THE CLIENT’S
OVERALL YEAR 1 FINANCE POSITION
GRAPHICALLY DISPLAY THE
DIFFERENCE GOOD ADVICE PROVIDES
DYNAMIC CASH-FLOW MAPPING PROVIDES MANAGEMENT AND CO-ORDINATION OF ALL
‘REAL WORLD’ MONTHLY CASH-FLOWS
TOTAL STRATEGY MONTHLY CASHFLOWS, AND ANY SHORTFALLS, ARE EASILY MANAGED,
ORGANISED AND DISPLAYED
A BREAKDOWN OF THE CLIENT’S WORKING
ACCOUNT AND INVESTMENT ACCOUNT IMMEDIATELY ALLOWS
THE ADVISER TO ENSURE A SATISFACTORY SURPLUS
IN EACH ACCOUNT
DRILL DOWN INTO ANY OF THE FIVE KEY STRATEGIC AREAS
• FINANCE• SUPER• INVESTMENT PROPERTY• MANAGED FUNDS• INSURANCE
ILLUSTRATE HOW STRATEGIES SUCH AS
‘DEBT RECYLCING’ CAN PAY OFF THE FAMILY
HOME MUCH FASTER
CREATE A VARIETY OF STRATEGY OUTCOMES USING THIS SCREEN (EG SMSF, ADDITIONAL
CONTRIBUTIONS, SALARY SACRIFICE ETC ETC)
ADD UP TO THREE SEPARATE PROPOSED INVESTMENT PROPERTIES BEGINNING IN
ANY SELECTED YEAR
ILLUSTRATE THE ANNUAL ASSET ACCUMULATION FROM A VARIETY OF
MANAGED FUND STRATEGIES THAT HAVE BEEN SELECTED ON THE ‘STRATEGY
SELECTION’ SCREEN
SEE THE RESULTS OF ‘EXAMPLE’ INSURANCE COVER (BASED UPON THE CLIENT’S DEBT
COVER SHORTFALL
ILLUSTRATE THE EXISTING COVER ALONGSIDE THE PROPOSED COVER (DETAILS
OF WHICH ARE TAKEN FROM THE ‘FACT FIND’ INPUT AREA)
AUTOMATICALLY GENERATE EACH CLIENT’S RISK PROFILE
FROM A SERIES OF FIVE KEY QUESTIONS THE SOFTWARE WILL GENERATE THE RISK
PROFILE FOR EACH CLIENT AS WELL AS THE AVERAGE PROFILE FOR ANY COUPLE
ENTER ADVICE FEES
ALL AREAS OF THE ADVICE FEE CALCULATOR CAN BE TAILORED TO YOUR PRACTICE AND
TEMPLATED
AFTER THE ‘BROAD’ MODELING HAS BEEN
COMPLETED COLLECT ALL RELEVANT FACT FIND DATA
DATA IS AUTOMATICALLY ADDED TO THE FACT FIND AREA FROM ANY DATA PREVIOUSLY USED IN THE
MODELING PROCESS.
ADDITIONAL DATA IS INTRODCUED FROM THE ‘SUB-FACT FIND’ SCREENS THAT CAN BE SELECTED FROM WITHIN
THIS SCREEN
‘SUB-FACT FIND’ BUTTONS ALLOW COMPLETE DATA ENTRY INTO THE
SOFTWARE
ENTER UP TO 4 EXISTING FUND DETAILS
AUTOMATICALLY GENERATE ASSET ALLOCATIONS FOR YOUR PREFERRED NEW FUND
PORTFOLIO
SELECT ‘REASONS FOR CHANGES’
AUTOMATICALLY GENERATE ASSET ALLOCATIONS FOR YOUR PREFERRED NEW SMSF OR RETAIL
SUPER FUND PORTFOLIO
ENTER UP TO 4 EXISTING SUPER FUND DETAILS
SELECT ‘REASONS FOR CHANGES’
SELECT ‘CHANGES’
INPUT ALL EXISTING AND PROPOSED INSURANCE COVER DETAILS
AFTER THE FACT FIND DATA HAS BEEN COMPLETED (AND THE RELEVANT ‘REASONS FOR
CHANGES’ HAVE BEEN SELECTED) RE-MODEL EACH STRATEGY AND SELECT THE ACTIONS
TO BE TAKEN
CLICK ON THE ‘ADVISER STRATEGY’ BUTTON TO REVEAL STRATEGY ACTIONS FOR EACH STRATEGY AREA
BLUE ADVISER STRATEGY OPTIONS ARE REVEALED
FINALLY, SELECT THE ITEMS YOU WISH TO HAVE IN THE ACCUMULATOR ANALYSIS AND PRINT
OUT THE REPORT
STRATEGY PAPER AND SOA GENERATION BUTTONS
SELECT THE ‘GENERATE STRATEGY PAPER’ BUTTON AND INSTANTLY GENERATE YOUR
CLIENT’S STRATEGY PAPER
STRATEGY PAPER AND SOA GENERATION BUTTONS
INSERT YOUR LOGO HERE
SELECT THE ‘GENERATE STATEMENT OF ADVICE’ BUTTON AND INSTANTLY GENERATE YOUR
CLIENT’S STATEMENT OF ADVICE
STRATEGY PAPER AND SOA GENERATION BUTTONS
INSERT YOUR LOGO HERE
IF YOU WOULD LIKE TO…
• CONVERT CLIENTS FASTER• SAVE THOUSANDS OF DOLLARS• SAVE COUNTLESS HOURS• PROVIDE ‘BIG PICTURE’ ADVICE
GO TO www.theaccumulator.com.au
For a FREE 30 Day Trial
Special Subscription PriceInitial Subscribers
Permanent 50% discount!Just $95 per month