Frequently Asked Questions

• A. A simple and effective Individual Client Account monitoring solution, it tracks individual member threshold trigger points that alerts members to be pro-active within their fund, complete with the optional client advisement tool, ideal for Retail Fund, Hybrid securities and SMSF growth opportunity.

• A. That is the way we communicate your results to you.

Q. How often do I receive a Snapshot Report?

• A. Every time your threshold is reached.

Q. Are all or parts of the solution customisable to suit my branding?

• A. Yes, the Snapshot Reports can be customised to reflect your brand position.

Q. Can I have multiple recipients for the Snapshot Reports?

• A. Yes.

Q. Can I change any of my details or preferences?

• A. Yes, simply go online and choose your new settings.

Q. What is a threshold setting?

• A. That is the percentage point that you wish to be notified; once your fund reaches that threshold a Snapshot Report is issued to you with the optional client advisement immediately.

Q. What threshold can I set so I know what's happening with my superannuation?

• A. You can set a range from 1% to 50%, though the default threshold is set at a realistic 15%. For example, if you want to know if it has grown by 15% we will alert you, alternatively, if you wish to monitor a ‘unit buy position’ it will provide that perspective.

Q. How often can I change my details or preferences?

• A. As often as you like.

Q. How many funds can I monitor?

• A. Up to 50 funds per individual.

Q. What is the Risk Profile?

• A. The Risk Profiler tracks not only the client’s mood to investing but also the Asset allocation of the fund to create a ‘mood to investing match’. The Risk Profiler is based on RG146 Asset classification and has the ability to work with any proprietary Industry Asset Class definition.

Q. How secure are my details?

• A. Very secure. We ensure that only you and your clients can see their account.

Q. Is the solution available as a ‘white label’ version?

• A. Short answer Yes, and we have the capability and creditability to customise the solution to match your service offerings.

Q. How many clients can I use within the solution?

• A. From 25 to 40,000 per practice.

Q. Does the service have remote access capabilities?

• A. Yes, you can access the service via the internet or mobile phone.