Chant West

Chant West Super & Pension Switching Tools

Integration with intelliflo Office

intelliflo and Chant West have joined forces to create an integration with the Super Switching Tool to empower more informed super and investment decisions, providing critical insights to support advisers in decision making for their clients, ultimately maximising their wealth in retirement.

Power your investment advice

Chant West offers a suite of premium services, insights and tools to the financial advice and super sectors, empowering Australians to make more informed financial decisions and achieve their retirement goals.

Researching approximately 400 super, pension and investment platforms/products, the Chant West Switching Tool suite allows you to tailor product comparisons for your clients and compare different strategies against stated objectives, comparing products across fees, investments, insurance and product features.

The tool allows you to:

  • Access product reports and data which are ASIC compliant under Best Interest Duty legislation
  • Calculate administration, investment and other product fees, insurance premiums and strategy implementation costs
  • Customise flexible account rate card discounts for clients
  • Model future strategies across personalised portfolios and SMAs for your clients
  • Determine the consequences of switching products
  • Tailor fund details for corporate plans, self-licensed or other non-standard fee structures such as creating model portfolios or custom SMA’s
  • Access up to date TMDs, PDSs and other fund collateral

Analyse & Compare Funds

Compare funds using a variety of data points including fees, investments, insurance & product features

Calculate Fees & Costs

Quickly & easily calculate admin fees, investment fees, insurance premiums, strategy implementation costs & more

Select Products

Select investment options from a complete list for each product

Model Strategies

Model your proposed investment strategy for each client based on their individual needs

Tailor Advice

Customise fund details for corporate and other non-standard fee structures

Reduce Risk

Illustrate the impact of switching your client’s super fund to demonstrate due diligence and minimise compliance risk with data that meets ASIC audit requirements

Why Chant West’s Super Switching Tool?

Our Super Switching Tool allows you to tailor product comparisons for your clients and compare different strategies against their individual investment objectives. It also provides access to our quality research and granular super data to support and inform better investment decisions.