our solutions

Integrations

Let us streamline your analysis through a range of available integrations. Link your back-office CRM to seamlessly pull key client an plan data, making Selectapension your comprehensive solution for financial planning reporting.

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Integrations

Key Integrations

Back Office CRMS:

Inteliigent Office

Xplan

Plannr

True Potential

Coming Soon: Time 4 Advice, Advisory AI, Zero Key and Finplan.

Data:

Morningstar: A full data feed that brings through past performance, product availability and charges for over 70,000 pension and investment funds, as well as Managed Portfolio Services (MPS) from circa 90 DFM providers.

AKG: Access to AKG With Profit reports and company profiles, ensuring you are fully equipped for your due diligence.

Assureweb: The ability to incorporate advanced market annuity quotes when considering your clients’ income options.

our testimonials

What our clients say about our Integrations

"First class software that is easy to use, offers client friendly reports and is the best available."

David, Inglis Financial Advice

"Pension comparisons are easy to use and the helpline team are extremely helpful and quick to respond."

Sam, CYA Ltd

"I am an an early user and have seen how the plan has developed and improved. The help and support is good and the reports are very client friendly."

Kevin, Esteem Money Ltd

"Easy to use and great support at the end of the phone if required"

Christine, One Financial Solutions

"Simple to use, output is straightforward, including the underlying fund information. There is a lot for your money."

Tim, TKV Financial Management

"Great value system compared to others out there, simple to use, great support"

Chris, Bow Financial Services

"I find the system straight forward to use. I find that the system flows well and I can produce reports in a reasonable length of time."

Fiona, Clear Advice

"We like it, it does what we need while meeting the FCA's criteria."

Nick, Med-Ex Financial Advisory Services Ltd

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Integrations

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