‘Portfolio Insight’ is now available

A powerful new tool from Selectapension to let you compare the marketplace with MPS, Multi asset funds and Pension funds – all in one analysis.

The focus of our new software is to enable advisers to carry out comparisons and due diligence across the marketplace for customers.

Key Benefits:

Comprehensive MPS Comparison – Compare multiple MPS, model portfolios, insured funds, and multi asset/supermarket funds, while factoring in product features, charges, projections, and availability.

All of Market Due Diligence – Conduct thorough comparisons across platforms and investment solutions, ensuring compliance and transparency.

Performance Insights – Analyse portfolios with the latest data from Morningstar and our dedicated MPS feed. Performance comparison for up to three portfolios including all the latest information from Morningstar including benchmarks. Top 10 underlying holdings for each portfolio.

Risk & Asset Allocation Analysis – Assess portfolio volatility and breakdowns by asset class and underlying holdings. Highlighting a chosen solution, it will also include an asset allocation breakdown and a Morningstar rating if you are using an MPS. Asset allocation for the asset classes you have included within your portfolios.

Client & Compliance Support – Generate professional reports for clients while maintaining an audit trail to demonstrate comparisons. All of market due diligence on any product including platforms, ability to include product specific features and availability of your chosen investment solution.

Consumer Duty and TCF – Demonstrate to your customers as well as showing your audit trail for compliance purposes that you have compared the marketplace whenever required.

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, you are able to show current holdings against new options easily.

Cost Comparison: Compare costs of the product and platforms which have access to your preferred portfolios.

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.

New Updated User-Friendly interface: Navigate through your performance data with ease. Our intuitive interface makes complex data simple to use.