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Apply our interactive tools in your practice

Portfolio analytics

Portfolio analytics tool Portfolio analytics

Build, analyse and compare portfolios, filling in gaps and enhancing diversification.

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Compare funds

Compare fund details

Use our online analysis tool to research investment funds including Vanguard funds and prepare recommendations for your clients. Powered by Morningstar.

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Compare costs

Compare costs

Use our online analysis tool to compare costs for any four products. Powered by Morningstar.

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Compare costs

Cost simulation calculator

You can use our cost simulation calculator to see the effect costs can have on your investment over time, whether it's an ETF or a mutual fund.

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Put our tools to work for your clients

Risk attitude profiling

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.

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The impact of costs

Assess the impact of costs

Discover how the cumulative effect of costs can slow your progress towards your goals.

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Asset risks

Demonstrate asset class risk

Use the chart to show how changing your mix of investments affects performance.

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The importance of discipline

See the importance of discipline

Discover how mis-timing the market impacts performance.

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The power of compounding

Understand the power of compounding

Compounding is one of the most powerful forces in investing. Roll over the bars in the chart to see how compounding a 8% return can double an investment in 10 years.

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