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Tax grind+

The tax grind calculator got a makeover!

Now, you can speak to clients about their asset mix and show the substantial cost of tax on investment growth with an easy-to-understand visual.

Plus, there's the opportunity to import a permanent life insurance policy.

You can show clients how much more they may be able to leave behind for their beneficiaries by including insurance in their portfolio.

Download the tool today ›

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Asset diversification updated

A new feature has been added to the Individual asset diversification tool.

Clients now have the option to include a lump-sum or annual deposit, or a combination of the two.

This update allows you to customize the report even more to your clients' needs and their ability to make premium payments. Clients select what works best for them and you can show how insurance fits with their plans.

Get the updated tool here ›