Mercer Investment Consulting’s superannuation research tool, Mercer IS Super, is increasing in dealer group popularity, with Financial Services Partners Group, Perpetual Private Clients and the financial planning arm of GESB the latest businesses to sign up.
The tool provides financial planners with the ability to compare a client’s existing superannuation fund(s) with alternative options for a number of factors, including investment, insurance, fees and services.
Industry feedback has also led to the recent addition of a fee calculator, enabling advisers to compare the cost of advice, and a dealer-specific Microsoft Word template to incorporate adviser research within Statements of Advice.
Among those companies already using Mercer IS Super are Macquarie Wealth Management, Genesys Wealth Advisers and Consultum Financial Planners.
