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Portfolio Insight
Portfolio Insight was built to make investment due diligence quicker to carry out and easier to evidence. The latest release takes that a step further, extending the platform beyond comparison and into full investment research.
Advisers can now research thousands of funds and Model Portfolio Services directly within the platform, then move straight through to comparison, audit reporting and client-ready recommendations — without re-keying data or switching between systems.
Powerful Investment Research at Your Fingertips
Identifying suitable investments has traditionally meant working across multiple tools, spreadsheets and provider factsheets.
Portfolio Insight now allows advisers to search and filter thousands of funds and Model Portfolio Services against an extensive range of investment criteria:
- Universe and availability
- Investment sectors
- Costs and fees
- Asset content and equity exposure
- Fund attributes and characteristics
- Performance metrics
- Risk-adjusted measures including Alpha, Beta, Sharpe Ratio and Standard Deviation
The result is significantly less time spent manually reviewing fund data, and a research process that is consistent and well documented every time.
From Research to Recommendation
Once suitable investments have been shortlisted, advisers can compare funds, Model Portfolio Services and existing client portfolios side by side across performance, volatility, charges, holdings, asset allocation and overall suitability.
From there, comprehensive audit reports and client-ready recommendation documents can be produced within the same workflow.
One Platform, One Workflow
Portfolio Insight takes advisers from research through to comparison, audit reporting and client recommendations without duplicating work or re-keying data between systems.
Supporting Investment Governance
Regulatory expectations continue to evolve.
Advisers are increasingly expected to demonstrate not only that a recommendation is suitable, but that the research and due diligence behind it stand up to scrutiny.
Portfolio Insight has been developed to help firms create a consistent, transparent and fully auditable investment process — supporting Consumer Duty requirements while improving efficiency across the research journey.
“When we launched Portfolio Insight, our ambition was to make portfolio comparison and investment due diligence simpler, faster and more transparent for financial advisers. This release is the next step in that journey, giving firms the ability to research thousands of funds and Model Portfolio Services using sophisticated criteria before moving seamlessly into comparison, audit reporting and client recommendations.
By bringing the entire investment research process together in one platform, we’re helping advisers spend less time navigating multiple systems and more time delivering well-evidenced, suitable outcomes for their clients. As regulatory expectations continue to evolve, having a clear, consistent and fully auditable investment process has never been more important.”
Adrian Malin, Managing Director, Selectapension
Key Capabilities
- Research thousands of funds and Model Portfolio Services across sectors, costs, asset content, performance and risk-adjusted measures.
- Compare funds, MPS and client portfolios side by side in one platform.
- Evidence your process with audit and due diligence reports supporting Consumer Duty.
- Deliver client-ready recommendation reports without re-keying data.
Built for Advisers and Paraplanners
Portfolio Insight has been developed specifically for UK financial advisers and paraplanners who need to undertake robust investment research, perform due diligence and produce professional client reports efficiently.
For smaller firms in particular, it provides research capability that would otherwise require dedicated investment specialists — without the overhead.
Part of a Connected Advice Process
Portfolio Insight sits alongside Switching and Cashflow, and integrates with both Intelliflo and Xplan, helping advisers reduce duplication and improve efficiency across the whole advice journey.
See Fund & MPS Research in Action
Book a demonstration to see how Portfolio Insight can support your investment research, due diligence and client reporting. Or email hello@selectapension.com or call 01892 669494.