Put your best advice forward.
Be part of the change.
Shift the conversation around client best interest.
Go beyond fees. Find products that align with your clients’ needs and values.
Demonstrate sound due diligence and keep your compliance under control.
Join the next generation of product research.
SuitabilityHub is a cloud-based research software for financial advisers and product providers:
Understand the proposition of each retail platform in detail:
Consistent and transparent across all products.
Rich in detail across financial strength metrics, business policies, product features, and pricing.
Screenshots of key features.
Product provider directory.
Complete market view.
Suitability Review.
Guided decision-making tool.
Walk through the platform selection process:
Assess the suitability of platforms for individuals and families.
Systematise and document the platform selection process.
Demonstrate the steps you took to act in the best interest of your clients.
Industry insights.
Simple and accessible.
Stay across changes to product offerings:
Central hub for new features, product changes and business updates from platform providers.
The latest information, as it is released.
Search and filter to access the data you need, when you need it.
With SuitabilityHub
You...
Look beyond fees. Deliver true fit.
Run Suitability Reviews to add clarity and repeatability to the product selection process. Make informed decisions that focus on your client needs and values without overlooking the costs involved.
Justify your decisions.
Follow the steps of the Suitability Review wizard to narrow down the universe of products until you find the right one. Keep the process documented for compliance and audit purposes.
Stay up to date.
Be informed of the latest features and enhancements as they are released by platform providers. We’re constantly updating our research coverage, so your Suitability Reviews reflect the latest offerings on the market. Our news feed is searchable – stay focused on what matters to you the most.
We…
Consolidate and maintain product information.
Instead of having to run lengthy platform selection processes across multiple providers, we enable you to access key product information in one place. Information is presented clearly and consistently.
Help deliver advice your way.
Every client is different, and so is every advice business. We give you the flexibility to select products based on the criteria that 1) best meet each client’s needs; while 2) enabling your way of providing advice.
Platform experts right at your fingertips.
Our team of experts have many years of experience researching what advisers and clients need from platforms, and what platforms offer in return. We use this expertise to collect and validate information from platforms, so you can make sound decisions in your clients’ best interest.
The Suitability Review
Welcome to the Suitability Review - a place where you are empowered to be world class.
You: Shortlist platforms over three key stages.
Does it meet the client’s needs?
Choose from over 500 features to assess platforms. Designate “Essential” features to identify platforms missing critical capability.
Does it align with their values?
Select the business metrics that matter the most – from the platform provider’s financial strength to their environmental, social and corporate governance (ESG) initiatives.
Is it the right price?
Review the total cost of platforms by going beyond admin fees. Factor in transaction costs, cash fees and other ancillary charges. Include family linking benefits. Add your special rate card with platforms to see the total savings from the PDS rate.
We: Walk you through the process.
1. Client-specific reviews.
Run your analysis for individuals or family groups.
2. First shortlist: Features analysis.
Assess platforms based on features that matter.
3. Second shortlist: Business metrics analysis.
Review financials, internal policies and ESG metrics.
4. Final shortlist: Fees analysis.
Go beyond admin fees for the total cost view.
5. Generate Suitability Review report.
Document your decision-making process with full audit trail.
Our solution
View the proposition of retail platforms in detail
Company overview and financial stability
General company information; FUA; Flows; Profitability; Custodians; Government guarantee on cash; and more.
Firm resilience and service
SLAs; BCP; and Data security policies.
Fees and charges
Admin fees; Transaction fees; Cash fees; Holding fees; Family linking benefits; and more.
Comprehensive set of features
Over 500 features across 11 groups: Product menu; Account management; Portfolio management; Cash flow management; Tracking; Client reporting; Client access; Decision support tools; Whole of wealth view; Planning tools; and Integration.
Our game changing product analysis tool
Assess the suitability of platforms for individuals and families.
Tailor each report to reflect your client needs and values at a given point in time. Assess platforms across their features, business policies and fees.
Add commentary at each step to justify your decision.
Access past reports for audit purposes. Demonstrate the steps you took to act in the best interest of your clients.
Load your special platform fee rate cards and demonstrate savings over PDS rates.
Cut down your research time. Save your core features as a template to be used in future Suitability Reviews.
Your centralised source of platform news
Stay across new releases by product providers. Our searchable news feed makes it easy to stay on top of the constant stream of platform developments and news.
We support your team’s market intelligence activities by continuously collecting, validating and storing information on platforms. Our methodology requires product providers to evidence their features exist.
