DealBreaker
The comparative case that shifts the prospect.
For brokers and IFAs. You receive a client's statement. In a few clicks you get a comparative report on fees, performance, risk, strategy. Your proposal speaks for itself.
The output report
Before. After. Documented.
Two contracts side by side. Four key dimensions. A report ready to present.
- 01
Fees
Current contract2.1%
Your proposal0.9%
- 02
3-year performance
Current contract+11.4%
Your proposal+18.7%
- 03
Risk (SRRI)
Current contract5/7
Your proposal4/7
- 04
Diversification
Current contractLimited
Your proposalMulti-asset
How it works.
01 · Input
The statement
Upload the client's statement (existing contract).
02 · OCR
The extraction
OCR + structuring of fees, funds, performance, risk level, investment strategy.
03 · IA
The comparison
Side by side with your proposal: fees, performance, risk, diversification.
04 · Document
The report
Document ready to present. Argued. Documented. Sourced.