For over 20 years Selectapension has provided financial advisers and planners with data rich research tools across Pensions, Investments and Cashflow – we have now added the MPS DFM data to our tools for advisers to access and use in research and analysis.
As we developed our service, we recognised the pressing need for users to have clear, accessible and detailed performance data. This journey began with a simple goal: to empower users with the information they need to make informed decisions. After months of rigorous testing and refinement, we are proud to introduce our Performance Data feature, designed to provide you with deep insights into your portfolio’s performance.
We have long held the belief that our software is instrumental for financial advisors to make the right decision when sourcing new products for their customers, this additional information adds an extra layer of data for the adviser to use as part of their compliant switching or new business process. Taking all of this into account we decided to add this data into all of our tools allowing the advisor to include the all-important portfolio past performance for their client, the next natural step with this information is for us to allow the user to create documents outside of the research for their customer which will be our next phase of development once this is launched. We will also be adding the MPS data documents from the DFM’s themselves in a later phase of the project.
Whilst adding more functionality we are also updating many of the user screens as we go, essentially refreshing the software without losing the essence of the journey. We are making the screens and their functions clearer and simpler to use whilst adding more video tutorials to the site for the more in-depth technical areas.
As ever our Award-winning Support team are heavily involved with feedback from customers, as well as being available Mon-Fri 9-5pm on the telephone, email or live chat.
MPS Product Features and Benefits:
- Performance Analytics: Gain insights into the historical performance of model portfolios to make well-informed decisions. Our comprehensive analysis provides a clear picture of how each portfolio has fared over time (12 months and 5 years) against your current funds.
- Blending Portfolios: For customers that wish to blend multiple portfolios together for a case you will be able to select multiple MPS and make a template for the blended approach.
- Cost Comparison: Compare the costs of the DFM / Model Portfolios. Our tools will allow you to review the availability of Platforms which have access to your desired portfolios.
- Current holdings: A full breakdown of the current holdings with allocation in each fund.
- Time Saving: Save valuable time by eliminating the need for manual comparisons and research. Our tool automates the process, making it efficient and user-friendly.
- Performance Updates: Stay up to date with performance data. Our platform ensures you always have the latest information at your fingertips.
- New updated User-Friendly Interface: Navigate through your performance data with ease. Our intuitive interface makes complex data simple to use.
Watch the videos below: