A Smarter Way to Deliver Best-Interest Recommendations

Peer Compare has entered its next chapter — marking a major evolution in how advisors deliver best-interest product recommendations at scale.

This latest release is designed to help firms strengthen trust, improve consistency, and streamline oversight, all while giving advisors a faster, more intuitive way to engage investors.

Branded, Investor-Ready Disclosures

At a time when trust matters more than ever, Peer Compare now gives firms greater control over how recommendations are presented to investors.

With new branding controls for digital disclosures, firms can:

• Add logos and configure colour schemes

• Embed firm-specific compliance language directly into investor-facing documents

Every client interaction now reflects the firm’s brand standards — reinforcing credibility while maintaining regulatory integrity.

Unified, Cross-Product Comparisons

Advisors can now combine recommendations across asset classes into a single, cohesive client interaction.

This unified approach delivers:

• Clear cost assessments

• Transparent, compliant product comparisons

• A smoother experience that supports confident, best-interest decisions

Rather than fragmented discussions, investors receive a consolidated view that is easier to understand and easier to trust.

Flexible Models That Match Firm Criteria

A redesigned recommendation model introduces configurable custom fields and conditional logic, allowing firms to tailor Peer Compare to their exact evaluation standards.

Firms can define:

• How recommendations are assessed

• How costs and alternatives are evaluated

• What criteria must be captured — and when

As regulatory expectations or internal policies evolve, those criteria can be updated quickly without disrupting advisor workflows.

Stronger Alignment, Less Supervision Drag

By capturing the right information at the right time, Peer Compare helps keep advisors aligned while reducing follow-up from supervision teams — without adding manual steps.

The result:

• Greater consistency across recommendations

• Fewer back-and-forth reviews

• More efficient oversight without slowing advisors down

Faster Search, Smarter Productivity

Productivity is further enhanced through advanced security search and filtering. Advisors can locate the right securities faster, while firms benefit from standardized evaluation workflows across the organization.

This balance of speed and structure helps teams move quickly without sacrificing consistency or control.

Elevated Shelf Governance

Shelf governance also takes a significant step forward. A new shelf upload panel and built-in rules editor allow firms to enforce preventative controls — such as automatically restricting unapproved products before they reach advisors.

These controls strengthen governance while reducing downstream risk.

Built for Speed and Scale

Peer Compare now delivers a major improvement in processing speed, keeping product data current and enabling teams to work faster without compromising oversight.

Faster refresh times mean:

• More up-to-date product data

• Quicker evaluations

• Greater confidence in every recommendation

One Platform. Confident Growth.

This enhanced version of Peer Compare brings together:

• Branded disclosures

• Streamlined multi-product delivery

• Flexible forms and logic

• Advanced search and shelf controls

• Dramatically faster performance

All built to help firms scale compliant recommendations with confidence.