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Overview
The Super Feature Comparison tool within AdviserLogic’s Digital Advice module lets you evaluate and compare superannuation products side-by-side without having to create a full advice scenario. This helps you identify key differences in features, costs and benefits across multiple super funds, so you can support your client recommendations efficiently and transparently.
⚠️Important
Support logins do not have access to Advice Tools. Only Paraplanners and Advisers can access Advice Tools.
Superannuation Features Comparison Research
You can perform Super research and fee comparisons from Digital Advice Tools without creating an advice scenario, allowing you to compare providers and make informed decisions before commencing your advice document.
To compare super features, select Super Research from the tiles in Advice Tools.
The Super Research screen will be specific to the selected client, showing the client’s existing super funds with an option to add more super funds for comparison.
To enter the Super Fund to be compared, select the down arrow along the Add Superfunds heading at the top of an empty column and select the fund from the drop-down menu.
📌Note
Where a client does not have any existing superfunds, you will see two blank columns with the option to add Super funds for comparison.
Toolbar
The Toolbar across the top right of the window has a selection of options to enhance your research.
Save Icon
Selecting the Save icon allows you to save your comparison for future reference. Once saved, the comparison can be found on the Advice Tools Home page.
Download
The Download button allows you to download a comprehensive Feature Comparison report in DOCX or PDF Format.
Reset
Selecting Reset will remove any additional super funds added for comparison and restore the default state.
Hovering over the fund name will show the Download / Delete functions. Delete the fund or download the Product Disclosure Statement (PDS) document.
Navigation Tools
Navigate back to the Advice Tools landing page by either selecting Back to Advice Tools.
You can also navigate to other tools by selecting Super Research dropdown from the top of the window, and then selecting the desired tool option.
