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Product matrix


Features   Cashflow   Advisor   Advisor Pro   Multi-Advisor   Alliance   Marketing   Enterprise
Budgeting calculator   *   *   *   *           *
Superannuation calculator   *   *   *   *           *
Income tax calculator   *   *   *   *           *
Assets calculator   *   *   *   *           *
Investment properties calculator   *   *   *   *           *
Debts calculator   *   *   *   *           *
Family tax benefits calculator   *   *   *   *           *
Centrelink benefits calculator   *   *   *   *           *
Allocated pensions calculator   *   *   *   *           *
Saving calculator   *   *   *   *           *
Targeted savings calculator   *   *   *   *           *
Risk profiler   *   *   *   *           *
Insurance profiler   *   *   *   *           *
Reporting services   *   *   *   *           *
Tell a friend   *   *   *   *           *
Step 3 ‘Seek Advice’       *   *   *           *
Leads management       *   *   *           *
Prospects management       *   *   *           *
Clients management
Financial modelling: Client Centrelink,
Income tax, Pensions and
Superannuation financial modelling		       *   *   *           *
Marketing (Campaigns + eBroadcast)           *   *       *   *
Contacts management           *   *           *
Clients group management           *   *           *
Switchboard controller               *           *
FACTS Alliance (business partner plug-in)                         *
Multi-Advisor licences (5 of)               *          
Multi-Advisor management               *           *
Enterprise leads routing mechanism                         *
Enterprise advisor management                         *
Enterprise practice management                         *
Enterprise partners                         *
Enterprise marketing campaigns services                         *
Enterprise reporting                         *
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