Apply our interactive tools in your practice
Portfolio analytics tool
Build, analyse and compare portfolios, filling in gaps and enhancing diversification.
Compare fund details
Use our online analysis tool to research investment funds including Vanguard funds and prepare recommendations for your clients. Powered by Morningstar.
Use our online analysis tool to compare costs for any four products. Powered by Morningstar.
Put our tools to work for your clients
Risk attitude profiling
Although risk profiling is not an exact science, a well-designed risk profiling tool can give you some key insights into your clients' investment preferences.
Assess the impact of costs
Discover how the cumulative effect of costs can slow your progress towards your goals.
Demonstrate asset class risk
Use the chart to show how changing your mix of investments affects performance.