Introducing Fully Editable Reports
Selectapension reports are now available in a Word compatible format.
The change was introduced in the latest technical release and means that users can easily add their own explanations or commentary to their client reports should they wish. The system continues to store pdf versions of any report for compliance purposes.
Gary Hollands, Technical Manager says “It seems sensible to produce our reports in a format that can be edited so an adviser can add any additional information or expand on certain aspects for a particular client need.”
Please note this option is available free of charge on standard licences only.
4th September 2019 Selectapension invests in new features for the Pension Transfer Market
1st August 2019 Selectapension Newsletter – July 2019
11th April 2019 A New Client Review Tool… Coming Soon
14th March 2019 Selectapension Reaches A New Milestone!
28th January 2019 Selectapension is MiFID II friendly!