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Product matrix


Features   Cashflow   Business   Business Pro   Multi-User   Alliance   Marketing   Enterprise
Budgeting calculator   *   *   *   *   *       *
Superannuation calculator   *   *   *   *   *       *
Income tax calculator   *   *   *   *   *       *
Assets calculator   *   *   *   *   *       *
Investment properties calculator   *   *   *   *   *       *
Debts calculator   *   *   *   *   *       *
Family tax benefits calculator   *   *   *   *   *       *
Allocated pensions calculator   *   *   *   *   *       *
Saving calculator   *   *   *   *   *       *
Targeted savings calculator   *   *   *   *   *       *
Risk profiler   *   *   *   *   *       *
Insurance profiler   *   *   *   *   *       *
Reporting services   *   *   *   *   *       *
Tell a friend   *   *   *   *   *       *
Step 3 ‘Promote services’       *   *   *   *       *
Client eForms management (fact find, loan application)       *   *   *           *
Business activity management (wall) * * * *
Business contacts management + groups       *   *   *           *
Marketing (Campaigns + eBroadcast)           *   *       *   *
Client shared data access (login as)       *   *   *           *
Business eForms managment (facts find)       *   *   *           *
Client inbox, messages, message template control       *   *   *           *
Client notes       *   *   *         *
Switchboard controller               *           *
FACTS Alliance (business partner plug-in)                         *
Multi-Business Pro licences (5 of)               *          
Multi-User management               *           *
Enterprise leads routing mechanism                         *
Enterprise management                         *
Enterprise practice management                         *
Enterprise partners                         *
Enterprise marketing campaigns services                         *
Enterprise reporting                         *
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