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Portfolio Insight

Source funds and MPS using advanced research criteria, compare portfolios side by side and generate client-friendly reports—all within one integrated platform designed for financial advisers.

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Portfolio Insight

Key Features

  • Advanced Fund & MPS Research Search thousands of funds and model portfolio services using advanced criteria including performance, cost, risk, asset allocation, equity exposure, ratings and portfolio characteristics.
  • Portfolio & MPS Comparison Compare funds, MPS and portfolios side by side, analysing performance, volatility, costs, suitability and underlying holdings to support better investment decisions.
  • Audit Reports & Due Diligence Generate comprehensive research and audit reports that evidence why investments were selected and support Consumer Duty and investment governance processes.
  • From Research to Recommendation Move seamlessly from fund research into portfolio comparisons and client-ready recommendation reports without re-keying data.

Portfolio Insight

The Benefits

  • Research in minutes: Quickly identify suitable funds and MPS using powerful filters rather than manually reviewing hundreds of options.
  • Better investment recommendations : Compare costs, performance, volatility, characteristics and portfolio composition in one place before making recommendations.
  • Evidence your advice: Create professional audit reports and portfolio comparisons that clearly demonstrate your research and investment rationale.
  • Award Winning Training and Support: Enjoy unlimited access to our UK-based support team together with regular training sessions included within your subscription.

Portfolio Insight

FAQs

What is Portfolio Insight?
Portfolio Insight is Selectapension’s integrated fund research and portfolio comparison software for financial advisers. It enables advisers to research funds and MPS, compare portfolios and generate professional reports to support investment recommendations.

Can I research both funds and MPS?
Yes. Portfolio Insight enables you to research thousands of pension and investment funds alongside Model Portfolio Services (MPS), allowing you to compare both as part of the same advice process.

What criteria can I search by?
You can filter investments using a wide range of criteria including performance, charges, volatility, asset allocation, equity exposure, investment sectors, fund characteristics and much more.

Can I compare portfolios side by side?
Yes. Compare multiple funds, MPS and portfolios side by side, reviewing costs, performance, volatility, holdings and suitability within one report.

Can I generate audit reports?
Yes. Portfolio Insight creates comprehensive audit and research reports that evidence your investment selection process and support client recommendations.

Who is Portfolio Insight designed for?
Portfolio Insight has been developed specifically for UK financial advisers and paraplanners who need to research investments, perform due diligence and produce professional client reports efficiently.

Portfolio Insight

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 Insight

"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 Insight

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