The Future Of Fund Research Is Here!
Selectapension are pleased to announce the release of our new 'Fund Universe'.
Some of the key functionality includes the ability to:
- Easily match existing client investments
- Search for Funds by name or ISIN number
- Sort by fund name, performance, cheapest or ISIN
- Tailor new investment options by sector, fund or both
- Save new investments as templates for future use
- Printable information link for each fund at point of selection
- Reactive counter showing the number of products available at each stage of the research
- List of available provider products, plus unavailable products shown with reason for unavailability
- Easy use of your own plan and fund templates
With the functionality built with you, the user, in mind the 'funds universe' will provide you with a funds research tool that will allow you to save time when making fund selections and completing your analysis.
If you have any questions regarding this new functionality or your other pension software requirements, please email support@selectapension.com or call 01892 669494 and one of our team will be happy to run through this with you.
