Selectapension and 4admin Integration Now Available

A smarter, more connected advice process — without re-keying

The integration between Selectapension and 4admin is now live, giving financial advice firms a more streamlined and connected workflow from planning through to administration and client servicing.

By linking Selectapension’s switching tools directly with 4admin’s advice management and CRM platform, advisers can work across both systems without duplicating data — supporting greater efficiency, accuracy and control throughout the advice process.

Why this integration matters

Many advice firms continue to manage fragmented systems, manual data entry and disconnected workflows — all of which increase administration time and introduce unnecessary compliance risk.

The Selectapension and 4admin integration addresses this by allowing firms to:

• Transfer client and planning data seamlessly between platforms
• Eliminate re-keying and reduce administrative effort
• Maintain a clear, auditable compliance trail from recommendation through to implementation
• Continue working within the systems they already use and trust

The result is a more efficient process that supports adviser productivity and improves the overall client experience.

Built around real adviser workflows

With the integration in place, advisers can run switching analysis and planning scenarios within Selectapension and then push the outputs directly into 4admin.

Once transferred, data and reports are automatically linked to the client record, supporting:

• Centralised tracking of advice history and plan changes
• Streamlined post-recommendation workflows
• Faster generation of reports and audit trails
• A more joined-up approach to client servicing

This removes friction between planning and administration, helping firms spend less time managing systems and more time supporting clients.

Getting started

The Selectapension and 4admin integration is available now.

If you’d like to see how the integration works in practice, or discuss how it fits into your existing workflows, our team is always happy to arrange a demo.