Designed specifically for GoalsGetter's multi-manager approach, the tool simplifies portfolio analysis, reduces manual calculations, and helps advisers present a clear recommendation to clients.
Why Use the SOA Tool?
Traditional advice tools are often designed to compare individual funds. GoalsGetter allows advisers to build diversified portfolios using multiple investment managers and funds, which can make analysis and documentation more complex.
The SOA Tool brings everything together in one place, helping advisers:
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Create client-ready Statements of Advice faster
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Compare a client's current position against a recommended GoalsGetter portfolio
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Calculate portfolio-level asset allocation, fees and performance
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Present multiple funds as a single recommendation
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Reduce the need for manual research and calculations
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Produce a professional PDF ready to share with clients
Rather than reviewing each underlying fund in isolation, advisers can clearly show the overall characteristics and benefits of the recommended portfolio.
How it works
The SOA Tool guides advisers through a structured advice workflow.
Simply enter the required client information and recommendation details, and the tool will generate the analysis and documentation needed to support your recommendation.
The tool streamlines:
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Portfolio comparisons
- Asset allocation analysis
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Fee comparisons
- Historical performance analysis
- Advice documentation
This helps reduce preparation time while ensuring clients receive clear and consistent information.
What's Included in the SOA?
The generated Statement of Advice includes:
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Client's current situation
- Rationale for recommending GoalsGetter
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Key risks and disclosures
- Remuneration disclosure
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Comparison of current and recommended portfolio, including:
- 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
The result is a client-ready advice document that supports informed KiwiSaver decision-making.
Already Have Your Own SOA System?
If you already use your own CRM, planning software, or Statement of Advice process, you may prefer to use the GoalsGetter Fund Data Tool.
The Fund Data Tool provides:
- Portfolio modelling and comparison data
- Asset allocation analysis
- Historical returns
- Fee comparisons
- Portfolio-level calculations across multiple funds
Many advisers use the Fund Data Tool to perform analysis and then incorporate the results into their existing advice process.
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 SOA Tool and would like to start using it, uou can request access now - and see how this tool can simplify multi-manager KiwiSaver advice.