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Overview
AdviserLogic Digital Advice Superannuation Research tools empower financial advisers to provide clients with well-informed superannuation recommendations. These tools simplify research, enhance compliance, and facilitate transparent communication in the superannuation planning process. Allowing you to make informed decisions prior to starting your Advice.
You can perform like-for-like Super Feature Comparisons and Fee Comparisons from Digital Advice Tools without needing to create an advice scenario.
⚠️Important
Support logins have read-only access to scenarios and cannot create or edit them. In addition, Support logins do not have access to Advice Tools. Only users with the Paraplanner or Adviser role can access Advice Tools and create or edit Digital Advice scenarios.
Access Superannuation Research Tools
You can access the Advice tools by either hovering over the Digital Advice tab and selecting Advice Tools from the drop-down, or by selecting Digital Advice, and then Advice Tools from the Digital Advice landing page.
Select the requisite super research tile from the available tiles.
To explore detailed instructions on how to use each feature, simply select the corresponding button below. This will guide you through step-by-step tutorials and help you make the most of each tool.