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About the provider
Founded in 2004, Selectapension is a specialist software company that provides a range of easy to use pension and investment planning tools for those working in the Financial Advice sector.
Selectapension is used by Financial Advisers, Paraplanners, Pension Transfer Bureaus, Providers, Banks, Actuaries, Scheme Trustees and other pension professionals.
Selectapension’s innovative system provides highly detailed and compliant analysis reports, comparing over 200 products from over 40 Providers, and over 75,000 funds.
Nine planning modules are available which cover the entire planning cycle from accrual to at-retirement, and beyond. Modules include Pension Switching, Defined Benefit Transfer, Cashflow & Drawdown Strategies, Retirement Planning, Investment Switching, New Pensions Projections, Rapid Reviewer, Fund Research and QROPs. Additionally, Selectapension offers a Report Writing Service for bulk and one-off cases.
Selectapension’s technology makes the data analysis, product research and comparison aspects of the financial planning process more efficient and frees up Advisers to spend more time with their clients.
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Integrates One Way
Integrates Both Ways
Adviser Office (IRESS)
intelliflo office (intelliflo)
True Potential Adviser Services (CRM)
No integrations available for Cash Management
No integrations available for Cashflow Modelling
Client Portal – Adviser Office (Iress)
Client Portal – Xplan (Iress)
No integrations available for Platform
No integrations available for Risk profiling and suitability