our solutions

Portfolio and Fund Reviews

Selectapension provides reporting on the performance, cost and attributes of your clients’ funds and portfolios – all through an integration with Morningstar.

Portfolio and Fund Reviews

Key Features

  • Fund and Portfolio data is integrated into all Selectapension tools. This can be used to support a pension switch, a DB transfer, or even an annual client review or cashflow scenario.
  • Selectapension’s fund research tool allows you to research over 70,000 Pension and Investment Funds at any one time.
  • Includes Morningstar fund fact sheets and portfolio X-Rays.
  • Ability to select provider portfolios or bespoke network portfolios as a new proposed investment.

Portfolio and Fund Reviews

The Benefits

  • MPS vs fund comparisons: You can review the portfolios you actually use – whether it’s a mix of 2 MPS’ or a mix of an MPS and a fund-based portfolio, you can select these portfolios with ease.
  • Bespoke and easily customised: From network unique portfolios to any of your own custom-built portfolios, we can make sure your license is kitted out correctly.
  • Award Winning Training and Support: We offer multiple weekly training sessions (all free of charge). Any subscription also involves unlimited access via phone, email or screenshare with our award-winning support team.

Portfolio and Fund Reviews

See a Sample Report

Please contact us here to see a sample report.

our testimonials

What our clients say about our Portfolio and Fund Reviews

"First class software that is easy to use, offers client friendly reports and is the best available."

David, Inglis Financial Advice

"Pension comparisons are easy to use and the helpline team are extremely helpful and quick to respond."

Sam, CYA Ltd

"I am an an early user and have seen how the plan has developed and improved. The help and support is good and the reports are very client friendly."

Kevin, Esteem Money Ltd

"Easy to use and great support at the end of the phone if required"

Christine, One Financial Solutions

"Simple to use, output is straightforward, including the underlying fund information. There is a lot for your money."

Tim, TKV Financial Management

"Great value system compared to others out there, simple to use, great support"

Chris, Bow Financial Services

"I find the system straight forward to use. I find that the system flows well and I can produce reports in a reasonable length of time."

Fiona, Clear Advice

"We like it, it does what we need while meeting the FCA's criteria."

Nick, Med-Ex Financial Advisory Services Ltd

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Portfolio and Fund Reviews

Related Products

Selectapension also offers market leading solutions for pension and investment switching, cashflow analyses and Defined Benefit transfers.

Switching Software

Switching and consolidation software for pension, investment, and drawdown cases.

Cashflow and Drawdown Reviews

Run full lifestyle plans for clients and run annual sustainability reviews.

Defined Benefit Transfers

Use our fully compliant, market leading software to transfer final salary schemes.

Integrations

Seamless integrations, from leading back offices to Morningstar and AKG.

Pension and Investment Projections

Compare between an extensive list of providers and products.