Managing your investment proposition

With a range of investments available, the Aegon Platform provides you with a flexible investment offering you can tailor to meet your clients' needs.

Managing your investment proposition summary

Take a look at our summary of the main features and benefits of the Aegon Platform's investment proposition.

Creating fund panels

Watch this short video to find out how to create new fund panels.

Managing fund panels

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

Creating a model portfolio

Take a look at this video to find out how easy 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.