The Investment Switching tool will allow you to compare new and existing investment products. It can provide three outcomes for your customers – either to retain or remodel existing investments or switch to a new product.

This tool includes critical yields, the ability to build and maintain fund portfolios, compare existing fund performance vs new fund performance and filter by features & financial strength. We have a range of DFM Strategies and model portfolios to select.

Full training and ongoing telephone support are included with this subscription.