Chant West Switching Tool

Chant West combines quality research with a user friendly process for providing advice on the implications of consolidating funds or products or switching a client between funds or products. Recommendations in Chant West sync with the DASH SOA Process, including product recommendations, product replacement text and like for like comparisons.

Functionality includes:

• Capture current and proposed funds

• Calculate fund/product costs and costs of switching

• Compare Insurance premiums and terms (Super Switching Tool & Super to Pension only)

• Capture advice fees from flexible fee options

• Compare up to 10 funds

• Compare investments including SAAs with selected risk profile

• Compare product features based on client objectives

• Generate consequences to show benefits gained or lost

• Compare multiple funds and select the optimal fund

• Recommend a single fund or a multiple fund strategy

• Tailor fund or product details for corporate plans or non-standard fee agreements

• Generate a range of reports including SOA inserts, research reports, objectives based comparison and benefits gained and lost.

Before using the Chant West integration with DASH, you will need to Subscribe to the app via the Store.

This set up is not instant, it will require account set up by Chant West. Confirmation will be received once complete.