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Selectapension expands Portfolio Insight with advanced Fund & MPS Research
NewsPortfolio Insight
- 3 Pillars
SwitchingSwitching and consolidation software for pension, investment, and drawdown cases.
CashflowRun full lifestyle plans for clients and run annual sustainability reviews.
Portfolio InsightAssess your client’s portfolios, from fund research to MPS comparison.
- Other Solutions
Defined Benefit TransfersUse our fully compliant, market leading software to transfer final salary schemes.
IntegrationsSeamless integrations, from leading back offices to data points such as Morningstar.
Pension and Investment ProjectionsCompare between an extensive list of providers and products.
Report WritingOur ad hoc service for pay as you go report writing.
Provider ServicesBespoke packages depending on specific requirements and the intended audience.