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 where your clients can assess their risk appetite to be recommended a fund to invest in and place trades themselves

Key benefits of the service:

  • Saves time by reducing the need to find and enter client data, minimising errors and exposure to risk
  • Reduces administration and increases 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
  • Our Integration with Intelliflo robo advice services offers a low value, cost-effective option for your clients unsure of using full advice services initially

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.