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- 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.
- Portfolio and Fund Reviews
Assess your client’s portfolios, from fund research to MPS comparison.
- Integrations
Seamless integrations, from leading back offices to Morningstar and AKG.
- Pension and Investment Projections
Compare between an extensive list of providers and products.
- Report Writing
Our ad hoc service for pay as you go report writing.
- Provider Services
Bespoke packages depending on specific requirements and the intended audience.
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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.
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What our clients say about our Portfolio and Fund Reviews
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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
Cashflow and Drawdown Reviews
Defined Benefit Transfers
Integrations
Pension and Investment Projections