Solution introduction

To Provide Great Advice, You Need Access To Great Research

With more than 350 super, pension and investment platforms available in Australia that have a combined 10,000 investment options – not to mention the 52,000 product features and radically different fee and insurance premium structures, it's virtually impossible to conduct your own research

With so many options available, it's never been more important to ensure the product recommendations you make meet your clients' needs, are competitive, appropriate and align with their 'best interests'.

There's help out there
In an environment where funds disclose data inconsistently, making valid comparisons difficult, you need access to Chant West's suite of market leading solutions for financial advisers.

Our tools and research ensure you have access to data and insights to enable you to make "apples with apples" comparisons of funds when providing product replacement advice.

Switching tools
The Chant West Switching Tool suite allows you to tailor product comparisons for your clients and compare different strategies against stated objectives, comparing funds across fees, investments, insurance and product features.

Product research
Our product research captures data and analysis on more than 350 super, pension and investment products ensuring you have quality data at your fingertips to run fund and product comparisons quickly and easily. The fund universe includes industry, corporate, retail and public sector funds, as well as wraps.

 

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.