Selectapension Portfolio Insight is a portfolio comparison and fund research tool that allows advisers to evaluate investments, model portfolio services, and managed portfolios across multiple providers. It combines performance analysis, cost comparison, platform availability checking, and risk assessment within a single workflow. Advisers and paraplanners are the primary users, typically working on due diligence for investment recommendations, annual portfolio reviews, and Consumer Duty documentation.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

HIGH-LEVEL FUNCTIONALITY

This content is restricted

KEY FUNCTIONALITY

This content is restricted to organisations that participate in our wider services – if you would like to learn how you can get access to this please contact AdviserSoftware.com on 020 3740 0000 or [email protected].

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request

OTHER PRACTICE AREAS: