Asset Reviewer will help advisers undertake and record a compliant analysis of their client’s existing and new investments across a comprehensive range of asset classes and products.
Having supported advisers for 10 years in the pensions sector, Selectapension’s Asset Reviewer will enable advisers to produce complete portfolio reports and manage investments such as investment bonds, collectives, ISAs, OEICS and savings plans all in one place. At launch, the new technology will give advisers access to over 30 providers and over 100 investment products, with more coming on stream according to demand and the necessity of using such a tool.
Advisers are increasingly relying on technology to ensure they are giving their clients the best investment advice possible. Selectapension’s research of their existing customers found 83% depend on some form of software for investment research.
Wealth preservation and accumulation is a fundamental aim of the financial advice process and it is of vital importance for all advisers’ clients. Asset Reviewer will enable financial advisers to save time on research and provide an audit trail for future reviews and compliance purposes
Andy McCabe, Managing Director at Selectapension, commented:
“Managing client portfolios can be onerous and requires expertise, therefore is time-consuming and potentially risky. There are so many types of investment vehicles available which means it is key that advisers know they are getting it right for their individual clients. Our new research tool has been built in response to requests from advisers for a “compare-the-market” style service, and this will be particularly needed in 2014 and beyond.
“We have 10 years of experience and expertise, and with Selectapension moving into the investment arena, our aim is to produce a one-stop software package that benefits the financial sector as a whole as well as the consumer. This type of analysis system has been in demand for years, but nobody has done it until now.”
