Selectapension  |  Market leading financial planning software

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PRICES & PACKAGES

Selectapension offers various packages from £40 per month including VAT. All tools and packages include the following:

CONTACT US FOR A QUOTE

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Excellent 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

Classic

PACKAGE
CONTACT US
FOR A QUOTE
  • 1 User
  • Pension Switching
  • Portfolio Comparison
  • New Pension Projections

Classic+

PACKAGE
CONTACT US
FOR A QUOTE
  • 1 User
  • Pension Switching
  • Portfolio Comparison
  • New Pension Projections
  • Cashflow & Drawdown
  • Retirement Planning

Premium

PACKAGE
CONTACT US
FOR A QUOTE
  • 2 Users
  • Pension Switching
  • Portfolio Comparison
  • New Pension Projections
  • Cashflow & Drawdown
  • Retirement Planning
  • Investment Switching
  • Rapid Reviewer
Popular

Ultimate

PACKAGE
CONTACT US
FOR A QUOTE
  • 3 Users
  • Pension Switching
  • Portfolio Comparison
  • New Pension Projections
  • Cashflow & Drawdown
  • Retirement Planning
  • Investment Switching
  • Rapid Reviewer
  • Defined Benefit Transfer

It’s as easy as
1, 2, 3

1. Book a demo

Signup to our FREE one to one system walkthrough

Book a demo

Book a demo Signup to our FREE one to one system walkthrough
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2. Setup account

Once you’ve chosen a package we create your login and profile

Book a demo

Book a demo Signup to our FREE one to one system walkthrough
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3. Go, go, go!

You're ready to go and support is at hand to get you started

Book a demo

Book a demo Signup to our FREE one to one system walkthrough
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