Solution introduction

Accumulation, regular & single contributions

Calculate forecasts from regular contributions and single contributions. You can use pre-set sector templates and your own investment portfolios to produce clear reports which can be used as evidence for recommendations.

  • Include new personal and/or employer single and/or regular pension contributions, giving you a like-for-like comparison across the market.
  • Instant due diligence on what is available to your clients in the market, based on your requirements. This includes a range of pension product types, past performance, product charges, reduction in yield and the ability to filter by features & financial strength.

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.