Finsights' independent product ratings simplify complex financial decisions by comparing product providers. Every hero needs independence to see the provider's true self and make an informed choice.
At Finsights, we understand that not all heroes wear capes – many are everyday heroes looking to secure their financial future. That's why we created an independent rating system for various products.
Our ratings are designed with you in mind, breaking down complex financial products in an easy-to-digest manner. We understand that selecting the appropriate product can be a daunting task. In solving for this we have created a measurable rating system that showcases independent views for each product provider.
When rating investment platforms, we took into account: online access, platform costs, minimum investment amounts and the range of funds available. These are not the only factors that should be considered when selecting a suitable product, but they certainly are contributing factors that should guide your decision. Each platform is evaluated with the intention of an individual investing R1 000 per month.
Strong call centre team
Efficient administration
Limited third party funds
High cost for smaller investments 2.45 / 5
Good call centre
High cost for thrid party funds 3.5 / 5
Variety of funds/ ETFs/ direct shares
User friendly system
Minimum call centre support 3.65 / 5
Good client portal
Efficient administration
High cost for smaller investments 3.7 / 5
No minimum investment amount
High platfrom fees 3.3 / 5
Low minimum investment amount
Low platfrom costs
No clear negatives 4 / 5
No platform costs for unit trusts and TFSA
Client portal not on par to competitors
low variety of unit trusts 3.15 / 5
Large fund selection
Call centre not on par with competitors 3.7 / 5
Industry leading client portal
Strong call centre and support
Limited fund range
High cost for smaller investments 2.95 / 5
Large fund selection
Low variety of external funds 3.35 / 5
Targeted at investment professionals
Limited fund range
Platform costs unknown 2.8 / 5