Managing your clients (PDF)

Our training guide takes you through the Aegon Platform's intuitive layout and navigation, making it easy to manage your clients and quickly access and review their investments.

Managing your clients summary (PDF)

Our summary provides hints, tips and guidance to help you manage your clients on the Aegon Platform.

Download PDF

Transaction history (PDF)

Our guide to transaction history shows you the changes we’ve introduced to provide clearer labelling and grouping of transactions. We also provide further details about the improvements still to come. 

Watch our video for a guide to managing your clients on the Aegon Platform. This includes searching for clients, viewing the client summary, product history and previous transactions.

Watch our video for a guide to fund switches on the Aegon Platform.

Find out how to top up your clients' existing Aegon Platform products.