“Maintaining our independence means we can keep our costs down, provide more functionality and not being tied to any other organisation means we can cater for all.” Andy McCabe – MD
Portfolio Comparison Tool
In November 2020 we will be releasing our new portfolio comparison tool. This will enable you to create single or multiple portfolios showing past performance and asset allocation/target asset allocation. These can then be used in our Switching and Cashflow tools. You will also be able to:
- Include benchmarks
- Fully edit the report
- Include Morningstar factsheets and x-ray documents
We are also pleased to announce that it will be offered to all Selectapension subscribers FREE of charge.
Have you tried Selectapension’s Cashflow Tool?
This comprehensive and unique tool provides Cashflow Modelling, Drawdown Analysis, and Stress Tests in one streamlined package.
This tool includes critical yields, the ability to build and maintain fund portfolios, compare existing fund performance vs new fund performance, and filter by features and financial strength.