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.
HIGH-LEVEL FUNCTIONALITY
KEY FUNCTIONALITY
NUMBER OF FIRMS, USERS & KEY ACCOUNTS
INSIGHTS:











