We understand efficient, streamlined, intuitive back office capabilities are vital to your business. That’s why we’ve worked closely with leading suppliers of back office and point of sale systems to integrate the Aegon Platform.

Features and benefits at a glance

Depending on your system provider, we may offer the following automated tasks:

  • Update all your clients’ valuations in one go
  • Real-time valuations
  • Transaction history
  • Fees reconciliation
  • Seamless, online trading
  • Client portals, including robo-advice – a branded online advice journey for clients to assess their risk appetite and choose funds to invest in, either placing the trade themselves or through their adviser.
  • Save time by reducing the need to find and enter client data, minimising errors and exposure to risk
  • Reduce administration and increase efficiency in maintaining client and investment data
  • Enhanced data available for reporting to strengthen client engagement
  • Assists in provision of an accurate audit trail to help meet compliance and HMRC reporting requirements
  • Enables a cost-efficient service for you and your clients who want to invest without paying adviser fees
  • A great way to keep low-value clients engaged until they’re more suited to a full advice service.

Contact the Platform Consultancy team

Our dedicated Platform Consultancy team is on hand to help you get the most out of your software, supporting you with set-up and ongoing training.

For more information you can email them at central.platformconsultants@aegon.co.uk.