Unlike existing providers that enable an adviser to model strategies using trial and error, PrimeSolve is able to determine the guaranteed optimal course of action taking into consideration the client/s unique objectives, risk profile & the advice groups custom product list.
Upon arriving at the optimal set of recommendations, we perform thousands of simulations to instantly determine relevant probability outcomes.
Not only does this save the adviser considerable time, it ensures improved accuracy whilst providing a depth of information not currently available through traditional modelling. Automatic pre-population of an SOA means that a detailed comprehensive advice can be provided in just minutes.
All relevant tax, social security, aged care, superannuation, pension and legacy pension calculations are performed in determining the optimal result.
We also accommodate the different tax treatment for alternative investment products such as investment bonds & protected equity investments, as well as provide the necessary calculations for different tax structures such as trusts, companies and SMSFs.
To review what strategies are available, take our neural network for a spin.