SuperCalc Pro · Adviser desk
Specialist stress layer for client meetings. Your SOA platform, CRM, and AFSL stay where they are.
| Job in the practice | SOA / cashflow(e.g. Xplan, Midwinter — typical) | Meeting / illustration(e.g. AstuteWheel-style) | Excel / ad hoc | SuperCalc Pro Adviser |
|---|---|---|---|---|
| Primary job | File, advice process, ongoing service | Client illustration / engagement | One-off modelling | Live stress-test in the meeting |
| Historical sequences | Usually assumed returns / limited paths | Varies by product | Only if you built it | Every start year that fits the horizon (1928–2025) |
| Monte Carlo + historical hit rate | Varies; often separate | Varies | Rare | Same income target, one screen |
| Age Pension on the path | Common; depth varies | Varies | Easy to get wrong | Asset and income tests in-run |
| Phased couple retirement | Often possible; heavy live | Limited | Manual | Different exit ages, wages/SG while one works |
| Withdrawal strategies | Varies | Limited | Manual | Four engines on identical inputs |
| Client-facing UI | Adviser workspace first | Often strong | Spreadsheet | Four client tabs; Details behind a lock |
| Offline meeting room | Usually online | Varies | Local file | Desktop shortcut; browser choice at launch |
| Who owns the advice | Your AFSL | Your AFSL | Your AFSL | Your AFSL — educational modelling only |
We do not replace CRM, SOA drafting, portfolio construction, or licensee research libraries. Competitor columns are category roles — configurations vary by licensee and module.
Best fit today: independently licensed practices and small teams that can trial a specialist tool without a long approved-software queue. Licensee-aligned practices may need clearance first.
Overview: supercalcpro.com.au/for-financial-advisers.html · Walkthrough: support@supercalcpro.com.au · $1,190/desk/year ex GST · 30-day firm trial
Educational modelling only. SuperCalc Pro Pty Ltd does not hold an AFSL and does not provide personal financial product advice. Your practice remains responsible for advice and any Statement of Advice.