Aegon has marked the first anniversary of ‘Product reporting’, its client reporting tool for financial advisers, by introducing a series of upgrades to enhance adviser processes and facilitate client interactions within the Aegon Retirement Choices (ARC) and One Retirement platforms.
Over the past year, ‘Product reporting’ has delivered a total of 12 new enhancements, providing advisers with analytics and customisation options.
To further support advisers in adapting to dynamic market conditions and diverse client needs, Aegon has implemented further new capabilities to the tool, tailored to their evolving requirements.
This includes the introduction of money-weighted and time-weighted returns, enabling advisers to gain deeper insights into product performance, facilitating detailed client discussions.
Advisers can now personalise client reports with names and tailored commentary fields, fostering a bespoke approach to client advice.
In addition, an investment breakdown section offers detailed insights into the funds and models in which clients are invested.
Stephen Crosbie, managing director of adviser platform at Aegon, commented: "We recognise how critical it is for our platform to align with what advisers are looking for in today’s ever-changing environment. This understanding drives our efforts, and celebrating one year of ‘Product reporting’ highlights our commitment to adapting to market dynamics while meeting adviser needs, as reflected in our recent findings with NextWealth.
“Our ongoing enhancements are a clear testament to Aegon’s pursuit of excellence. We’re focused on continuously improving our platform, not just for efficiency, but also to empower advisers to engage in insightful, personalised conversations with their clients. These meaningful interactions are essential in helping them meet Consumer Duty expectations, which are increasingly vital in today’s complex financial landscape.”
