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Tool Replacement Savings for Australian brokers

What consolidating actually saves

The short answer

Tool Replacement Savings is one of the categories of software an Australian broker runs. Every product we track in it is listed below with what it does and where it fits. None has been hands-on tested yet, so nothing here is ranked — the criteria each will be scored against are published in advance.

The rules this Tool Replacement Savings ranking will follow

The fastest way to judge a review site is how it makes its money and who signs its verdicts. These are the rules we have published for ourselves, in advance and in public — no product in this category has been tested against them yet, so hold us to them.

Most review sites

  • Rank whoever pays the most

  • Review from the vendor’s demo

  • Verdicts with no author

  • Sell your details as leads

  • Hide who owns the site

  • Leave reviews years out of date

What we have committed to

  • Rank on published criteria, every time

  • A real account, for a working week

  • Every verdict signed and dated

  • Never sell your details

  • Rank our own product in public

  • Show the last tested date on the page

The published rules Finance OS research will follow when Tool Replacement Savings is tested

The tests will be filmed

Each test is filmed inside the real account — the workflows, the failure paths and the parts the demo never shows. None has been run in this category, so these slots are empty; they fill in as each product is tested.

Every product in detail

Screens will come from the real accounts

Captured inside the tested accounts, never from a vendor press kit — which is why there are none here yet.

How we capture them

Screens come out of the account, not the press kit

Every screenshot is taken inside the account the product was run in, at the point in the workflow being scored. Nothing is staged, nothing is a vendor render, and nothing is a mock-up.

  • Captured in the live account, mid-workflow
  • Dated with the test it came from, and re-shot when the product changes
  • Never a vendor render, never a mock-up

Editor’s verdict

The verdict names one product, says who it is for and who it is not for, and shows the criteria that decided it. It is written after the testing, signed by the person who did it, and dated — so you can judge how current it is and hold someone to it.

Signed and dated by the reviewer who ran the tests

Reviewer

Named and pictured once this category has been through testing.