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Portfolio and Fund Reviews

Selectapension provides reporting on the performance, cost, volatility and suitability and attributes of your clients’ funds, MPS and portfolios – all through an integration with Morningstar.

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Portfolio and Fund Reviews

Key Features

  • Our new Portfolio Insight tool enables you to perform a deep dive into up to three portfolios side by side, looking at cost, performance, volatility and suitability based on portfolio attributes. This includes both multi asset funds and MPS from DFMs.
  • Fund, MPS and Portfolio performance data can be used to support a pension switch, a DB transfer, or even an annual client review or cashflow scenario.
  • Selectapension’s fund research tool allows you to research over 70,000 Pension and Investment Funds at any one time.
  • Includes Morningstar fund fact sheets and portfolio X-Rays.
  • Ability to select provider portfolios or bespoke network portfolios as a new proposed investment.

Portfolio and Fund Reviews

The Benefits

  • MPS vs fund comparisons: You can review the portfolios you actually use – Compare fund based portfolios side by side with MPS blends.
  • Platform and product due diligence: Assess where your clients’ investments are available with live due diligence of the marketplace.
  • Bespoke and easily customised: From network unique portfolios to any of your own custom-built portfolios, we can make sure your license is kitted out correctly.
  • Award Winning Training and Support: We offer multiple weekly training sessions (all free of charge). Any subscription also involves unlimited access via phone, email or screenshare with our award-winning support team.

Portfolio and Fund Reviews

See a Sample Report

Please contact us here to see a sample report.

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our testimonials

What our clients say about our Portfolio and Fund Reviews

"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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Portfolio and Fund Reviews

Related Products

Selectapension also offers market leading solutions for pension and investment switching, cashflow analyses and Defined Benefit transfers.

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Use our fully compliant, market leading software to transfer final salary schemes.

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Integrations

Seamless integrations, from leading back offices to Morningstar and AKG.

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Pension and Investment Projections

Compare between an extensive list of providers and products.

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