The GoalsGetter Fund Data Tool gives advisers quick access to the portfolio analysis, calculations and comparison data needed to support GoalsGetter KiwiSaver recommendations.
Designed specifically for GoalsGetter's multi-manager investment approach, the tool helps advisers understand the combined impact of multiple funds within a portfolio, without needing to manually calculate asset allocations, fees or performance metrics.
Want access? Contact the GoalsGetter team to request access to the Fund Data Tool and arrange a walk through.
Why Use the Fund Data Tool?
Traditional research tools often focus on individual funds.
GoalsGetter portfolios can combine multiple investment managers and funds into a single recommendation, which means advisers often need to assess the portfolio as a whole rather than reviewing each underlying fund separately.
The Fund Data Tool helps advisers:
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Compare current and recommended portfolios
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Generate weighted portfolio-level calculations
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Analyse asset allocation changes
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Compare fees across portfolio options
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Review historical performance metrics
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Model different portfolio combinations before making a recommendation
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Reduce manual calculations and spreadsheet work
How It Works
Simply select:
- The client's existing KiwiSaver scheme and fund(s)
- The proposed GoalsGetter portfolio
- The preferred blend of GoalsGetter funds
The tool then automatically generates weighted portfolio comparisons, enabling advisers to quickly understand the impact of moving to a new portfolio.
Outputs include:
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Target Asset Allocation (TAA)
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Minimum Investment Timeframe (MIT)
- Fees
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Performance over 1, 3, 5 and 10 years
All results are presented at a portfolio level, helping advisers evaluate the overall recommendation rather than individual funds in isolation.
What's Included?
The Fund Data Tool provides:
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Portfolio comparison reporting
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Current versus proposed portfolio analysis
- Weighted asset allocation calculations
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Historical performance comparisons
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Fee comparisons
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Multi-manager portfolio modelling
This information can be used to support adviser recommendations, client discussions and Statement of Advice preparation.
Already Have Your Own SOA System?
The Fund Data Tool is particularly useful for advisers who already have their own CRM, financial planning software or Statement of Advice process.
Rather than replacing existing workflows, it provides the portfolio analytics needed to support advice recommendations and can be incorporated into your preferred advice documentation process.
Many advisers use the Fund Data Tool to test and compare portfolio options before presenting a final recommendation to a client.
Who Is This Tool Suitable For?
The Fund Data Tool is ideal for:
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Advisers who already have an existing SOA process
- Advisers who want portfolio-level analysis without generating a new SOA
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Advisers who need to compare portfolio options quickly
- Advisers supporting client KiwiSaver reviews and recommendations
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Advisers wanting to reduce manual calculations
Not sure which tool is right for you?Read our comparison article: SOA Tool vs Fund Data Tool: Which should you use? |
Get Access
If you don't already have access to the GoalsGetter Fund Data Tool and would like to start using it, request access today and simplify portfolio analysis for multi-manager KiwiSaver advice.