Selectapension | Market leading financial planning software
NEWSLETTER SIGNUP SALES | 01892 669494 SUPPORT | 01892 669495
PRICES & PACKAGES
Selectapension offers 3 packages.
Switching, Switching Plus & Ultimate
Our packages start from £50 per month inc. vat
CONTACT US FOR A QUOTE
Click HereAward winning customer service and training
Live telephone in-case support Mon-Fri and email support (response within 2 hours)
Morningstar funds research, X-Rays and Portfolio Comparison
AKG downloadable with profits and Company profile reports
Bespoke funds with past performance charts/graphs
Sustainable Drawdown and State Pension Modelling
Bespoke plans and workplace pensions on all tools
Branding of reports (font/logo/colours)
Full Word functionality and PDF secure reports
INTEGRATIONS
Switching
PACKAGE
CONTACT US
FOR A QUOTE
FOR A QUOTE
-
1 User
-
Pension Switching
-
Investment Switching
-
Drawdown Switching
-
New Pension Projections
-
New Investment Projections
-
Portfolio Comparison
-
Morningstar Fund Data and
AKG With Profits Data
Switching Plus
PACKAGE
CONTACT US
FOR A QUOTE
FOR A QUOTE
-
2 Users
-
Pension Switching
-
Investment Switching
-
Drawdown Switching
-
New Pension Projections
-
New Investment Projections
-
Portfolio Comparison
-
Morningstar Fund Data and
AKG With Profits Data -
Cashflow & Drawdown Strategies
-
Rapid Reviewer
Ultimate
PACKAGE
CONTACT US
FOR A QUOTE
FOR A QUOTE
-
3 Users
-
Pension Switching
-
Investment Switching
-
Drawdown Switching
-
New Pension Projections
-
New Investment Projections
-
Portfolio Comparison
-
Morningstar Fund Data and
AKG With Profits Data -
Cashflow & Drawdown Strategies
-
Rapid Reviewer
-
Defined Benefit TVAS
It’s as easy as
1, 2, 3
1. Book a demo
Signup to our FREE one to one system walkthrough
2. Setup account
Once you’ve chosen a package we create your login and profile
3. Go, go, go!
You're ready to go and support is at hand to get you started
Pension Switching
Pension Switching
CONSOLIDATION ANALYSIS
Details
New Pension Projections
New Pension Projections
ACCUMULATION, REGULAR & SINGLE CONTRIBUTIONS
Details
Cashflow & Drawdown Strategies
Cashflow & Drawdown Strategies
DECUMULATION PLANNING
Details
Investment Planning
Investment Planning
SOURCING, PROJECTIONS & SWITCHING
Details
Defined Benefit Transfer
Defined Benefit Transfer
PENSION TRANSFER ANALYSIS
Details
Rapid Reviewer
Rapid Reviewer
INVESTMENT & PENSION CLIENT REVIEWS
Details
Portfolio Comparison
Portfolio Comparison
MULTIPLE /INDIVIDUAL FUND & PORTFOLIO COMPARISON
Details
QROPS Transfer Analysis
QROPS Transfer Analysis
OVERSEAS TRANSFER ANALYSIS TOOL
Details
PINE GROVE ENTERPRISE CENTRE, PINE GROVE, CROWBOROUGH, EAST SUSSEX, TN6 1DH
REGISTERED IN ENGLAND 05075441 GENERAL INFORMATION: HELLO@SELECTAPENSION.COM
