Market leading financial planning software

Software that helps financial advisers work smarter, from research to recommendation.

Selectapension delivers integrated software solutions designed specifically for financial advisers. Save time, simplify the process and deliver better outcomes for your clients.

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Our 3 Core Pillars

  • Switching

    Simplify pension, investment and drawdown switching with market-leading automation. Deliver faster, more accurate transfers and new money projections through a streamlined end-to-end workflow.

    Switching

  • Cashflow

    Create engaging cashflow projections that help clients visualise their financial future. Powerful modelling tools support better planning and more informed financial decisions.

    Cashflow

  • Portfolio Insight

    Research, compare and recommend funds and MPS with confidence. Advanced filtering, side-by-side analysis, audit reports and portfolio comparisons help you move seamlessly from research to recommendation.

    Portfolio Insight
Switching

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

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Cashflow

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 Insight

Source funds and MPS using advanced research criteria.

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Integrations

Seamless integrations, from leading back offices to data points such as Morningstar.

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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