Market leading financial planning software

New 'Portfolio Insight' software on Selectapension

As well as software for switching and consolidation analyses and cashflow forecasting for annual client reviews, Selectapension now includes a suite that will allow you to do a deep dive into the performance, cost, volatility and suitability of your clients' funds, portfolios and MPS.

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Switching Software

Switching and consolidation software for pension, investment, and drawdown cases.

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Cashflow and Drawdown Reviews

Run full lifestyle plans for clients and run annual sustainability reviews.

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Defined Benefit Transfers

Use our fully compliant, market leading software to transfer final salary schemes.

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Portfolio and Fund Reviews

Assess your client’s portfolios, from fund research to MPS comparison.

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Integrations

Seamless integrations, from leading back offices to Morningstar and AKG.

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Pension and Investment Projections

Compare between an extensive list of providers and products.

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reasons to use our software

Why choose Selectapension?

Selectapension is a powerful tool for Financial Advisers, simplifying the complex process of pension analysis and comparison. It offers comprehensive, accurate data and easy-to-use features, enabling informed decisions for clients' retirement planning.

Using Selectapension enhances efficiency, ensuring tailored, independent
pension & investment research.

clients

Our Integrations

our testimonials

Successful implementations from our users

"First class software that is easy to use, offers client friendly reports and is the best available."

David, Inglis Financial Advice

"Pension comparisons are easy to use and the helpline team are extremely helpful and quick to respond."

Sam, CYA Ltd

"I am an an early user and have seen how the plan has developed and improved. The help and support is good and the reports are very client friendly."

Kevin, Esteem Money Ltd

"Easy to use and great support at the end of the phone if required"

Christine, One Financial Solutions

"Simple to use, output is straightforward, including the underlying fund information. There is a lot for your money."

Tim, TKV Financial Management

"Great value system compared to others out there, simple to use, great support"

Chris, Bow Financial Services

"I find the system straight forward to use. I find that the system flows well and I can produce reports in a reasonable length of time."

Fiona, Clear Advice

"We like it, it does what we need while meeting the FCA's criteria."

Nick, Med-Ex Financial Advisory Services Ltd