Aegon launches new client reporting tool for advisers

The tool offers advisers access to summaries of their clients' products and performance.

Related topics:  Finance News,  Later Life
Rozi Jones | Editor, Barcadia Media Limited
1st July 2024
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"Aegon is determined to provide financial advisers with solutions that streamline their processes and enhance their ability to serve their clients effectively, delivering good Consumer Duty outcomes."
- Stephen Crosbie, managing director of retail at Aegon

Aegon has launched product reporting, a new client reporting tool for financial advisers across Aegon Retirement Choice (ARC) and One Retirement.

Advisers now have access to detailed summaries of their clients' products and performance over a period they select. This tool aims to make it easier for advisers to tailor conversations with clients, helping them to deliver a more personalised approach in support of delivering Consumer Duty outcomes.

Product reporting is accessible from the client summary and offers a range of features that allows advisers to gain insights into their clients' portfolios. Some of the new features include the ability to view valuations of clients' products and generate graphical representations across all products, such as product valuations, money in and out, along with the option to customise date ranges.

Additionally, advisers can also see a breakdown of key product data, including opening and closing value, return for all products or selected products, income received from any income-generating investments, and any charges.

Stephen Crosbie, managing director of retail at Aegon, commented: "The launch of product reporting is a clear demonstration of our commitment to continually improve our platform. Aegon’s new user experience enables us to elevate our platform's digital capability for advisers and serves as a strong foundation for future advancements.

“As we strive to become the market-leading digital platform provider, Aegon is determined to provide financial advisers with solutions that streamline their processes and enhance their ability to serve their clients effectively, delivering good Consumer Duty outcomes. The introduction of product reporting marks another significant milestone in our journey to achieving this goal."

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