Established in 2004, Selectapension is a trusted provider of Pension and Investment Planning software for financial professionals, backed up by unrivalled customer support. We provide a comprehensive portfolio of research and analysis tools that enable financial professionals to deliver best advice to their clients.
Our software is used by Financial Services firms of all sizes, including Advisers, Networks, Providers, Compliance Specialists, Paraplanners and Actuaries.
Our specialist tools make it easier to research and analyse a wide range of funds and products for clients. The range includes:
Introducing Rapid Reviewer
Rapid Reviewer makes it quick and easy for advisers to review clients’ investments and savings. Users can assess existing funds, compare them with alternatives, make any necessary changes and demonstrate suitability.
- Provides rapid reviews for individual clients, multiple investments and group pension arrangements.
- Includes a new bulk upload feature which significantly reduces time spent entering fund information for analysis.
- Shows the same analysis, including past performance, for the existing and a new Remodelled portfolio within the same report.
- Reviews and compares the fund performance within Pensions, ISAs, Bonds, GIAs, savings plans and other investment products.
- Illustrates the cumulative past performance rates in monetary terms and as percentage growth.
- Shows relative performance of the existing fund(s) against fund(s) in the same IMA sector, Morningstar Indexes or inflation indices.
- Demonstrates all costs associated with the investment review period to meet MiFID II requirements.
Report Writing Service
Additionally, Selectapension offers a Report Writing Service for individual or bulk reports.
- Selectapension completes the data input and produces a client facing report (from our range of tools).
- Reports are normally completed in 10 working days.
- Report Writing is available for Pension Switching, APTA with TVC, QROPs Transfer Analysis and Drawdown & Annuity.
Selectapension offers a unique range of specialist pension and investment planning software to research and analyse your client’s retirement planning needs, helping you give the best advice possible. Selectapension offers you:
- An easy to use, intuitive system.
- Extensive range of products from over 50 Providers
- Client facing reports which support your compliance and regulatory requirements
- Create portfolios at fund and sector level – build once and use across any tool using our free Fund Research
- Discounted price on all packages
- Free, unlimited access to our experienced customer support team, Monday to Friday from 9am-5pm except Bank Holidays
- Free initial and ongoing training
Free online training sessions
Web-based training sessionstake place weekly and subscribers can attend as many times as they need. Each online presentation is focused on a specific tool. We will demonstrate the flexibility of our system, the client facing reports generated and how the advice process can be more efficient and cost effective.
Your subscription includes free telephone and email support, 9am – 5pm Monday to Friday except Bank Holidays, as well as access to a comprehensive selection of user guides and templates. Additionally there are individual help notes on each page throughout the system to guide you through each step.
T: 01892 669494
T: 01892 669494