Selectapension
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Efficient reporting, made easy!
Today, SELECTAPENSION’S innovative pension and investment planning system provides highly detailed analysis reports, comparing over 200 products and 70,000+ funds, and over 60 Providers, to be used from the accrual to at-retirement stages of the planning cycle. Our customers are Financial Advisers, Paraplanners, Banks, Providers, Pension Transfer Bureaus, Actuaries, Scheme Trustees, and other Pension Professionals.
Selectapension integrates various tool with Intelliflo, including Pension Switching, Cashflow and Drawdown, Rapid Reviewer & Investment Switching with a full 2-way integration. This allows for product and fund data to be shared across the 2 systems and auto saves the reports to the client file on iO. Time saving and efficient.