The firm administrator role

A quick overview of the key tasks firm administrators are responsible for, including the set up and management of all other Aegon Platform users within their firm.

Managing fund panels

This film covers managing fund panels, including how to change the name of a panel and how to remove funds.

Creating a model portfolio

This film shows you how simple it is to build model portfolios online.

Investor model maintenance

Find out how to maintain existing model portfolios, including how to  add and remove your clients from models.